Turtle Creek Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2007171
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$139,341
-$114,481 QoQ
Shares Held
532
-45.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,341 | 532 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $253,822 | 984 | Shares | Sole | 2026-01-28 | |
| 2024-06-30 | $36,194 | 166 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||