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Wiser Advisor Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2011550 PHOENIX, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$1,811,438
+$9,916 QoQ
Shares Held
6,916
-1.0% QoQ
Ownership
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 14% Shared 0% None 86%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,811,438 6,916
2025-12-31 $1,801,522 6,984
2025-09-30 $1,788,605 7,034
2025-06-30 $1,652,698 6,974
2025-03-31 $1,777,991 8,018
2024-12-31 $2,298,037 9,564
2024-09-30 $2,260,611 9,530
2024-06-30 $2,172,550 9,964
2024-03-31 $2,312,823 10,118
2023-12-31 $2,174,899 10,195