AA Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2016899
Columbus, OH
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$33,530,736
-$155,728 QoQ
Shares Held
128,019
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,530,736 | 128,019 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $33,686,464 | 130,593 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $33,068,605 | 130,048 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $29,500,218 | 124,484 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $25,483,953 | 114,922 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $25,823,372 | 107,472 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $23,113,979 | 97,441 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $16,232,641 | 74,448 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,998,851 | 61,240 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,610,698 | 54,426 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||