Evernest Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2009530
CARMEL, IN
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$817,190
+$9,549 QoQ
Shares Held
3,120
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $817,190 | 3,120 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $807,641 | 3,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $875,486 | 3,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $721,367 | 3,044 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $667,024 | 3,008 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $722,762 | 3,008 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $713,527 | 3,008 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $549,896 | 2,522 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $576,503 | 2,522 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $388,900 | 1,823 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $412,016 | 1,823 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||