Etesian Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1997586
West Linn, OR
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$403,880
-$18,384 QoQ
Shares Held
1,542
-5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,880 | 1,542 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $422,264 | 1,637 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $474,486 | 1,866 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $542,684 | 2,290 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $530,647 | 2,393 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $603,102 | 2,510 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $656,834 | 2,769 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $806,311 | 3,698 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $887,843 | 3,884 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $836,040 | 3,919 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $738,696 | 3,907 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $777,659 | 3,910 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $734,355 | 3,874 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $717,274 | 3,908 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||