Advyzon Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011872
LISLE, IL
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$849,930
+$104,713 QoQ
Shares Held
3,245
+12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849,930 | 3,245 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $745,217 | 2,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $676,130 | 2,659 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $629,655 | 2,657 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $660,149 | 2,977 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $782,591 | 3,257 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||