Financial Synergies Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2017868
HOUSTON, TX
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,163,911
-$229,616 QoQ
Shares Held
76,985
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,163,911 | 76,985 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,393,527 | 79,060 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,214,497 | 79,497 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,236,614 | 81,174 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $18,541,404 | 83,614 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,731,553 | 82,119 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,650,713 | 82,841 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $18,118,905 | 83,099 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,506,432 | 94,083 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $28,986,427 | 135,876 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $19,616,579 | 103,753 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $21,504,782 | 108,124 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $25,790,206 | 136,053 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $24,938,681 | 135,876 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $23,364,422 | 136,706 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $24,691,854 | 140,207 | Shares | Sole | 2024-04-04 | |
| 2022-03-31 | $24,669,321 | 116,080 | Shares | Sole | 2024-04-05 | |
| 2021-12-31 | $27,264,942 | 120,636 | Shares | Sole | 2024-04-05 | |
| 2021-09-30 | $29,616,664 | 135,440 | Shares | Sole | 2024-04-05 | |
| 2021-06-30 | $33,220,689 | 147,464 | Shares | Sole | 2024-04-05 | |
| 2021-03-31 | $32,072,609 | 149,816 | Shares | Sole | 2024-04-05 | |
| 2020-12-31 | $29,796,942 | 153,056 | Shares | Sole | 2024-04-05 | |
| 2020-09-30 | $43,187,809 | 280,805 | Shares | Sole | 2024-04-05 | |
| 2020-06-30 | $53,896,144 | 369,861 | Shares | Sole | 2024-04-05 | |
| 2020-03-31 | $47,402,665 | 410,626 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||