ADAPT WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2013937
ATLANTA, GA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$401,027
+$30,673 QoQ
Shares Held
1,323
-6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#268
of 353 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,027 | 1,323 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $370,354 | 1,414 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $365,515 | 1,417 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $511,865 | 2,013 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $483,676 | 2,041 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $515,125 | 2,323 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $630,735 | 2,625 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $760,258 | 3,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,020,427 | 4,680 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,161,465 | 5,081 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||