ELEVATE WEALTH ADVISORY, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011651
ATHENS, GA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$311,607
+$42,354 QoQ
Shares Held
1,028
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#452
of 556 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,607 | 1,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,253 | 1,028 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $276,006 | 1,070 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $271,825 | 1,069 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $268,024 | 1,131 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $236,607 | 1,067 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,106 | 1,095 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $259,744 | 1,095 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $238,753 | 1,095 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $250,306 | 1,095 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $233,596 | 1,095 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||