VESTIA PERSONAL WEALTH ADVISORS
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2033299
FORT WAYNE, IN
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$492,671
+$10,563 QoQ
Shares Held
1,881
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,671 | 1,881 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $482,108 | 1,869 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $480,843 | 1,891 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $376,798 | 1,590 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $282,731 | 1,275 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $310,682 | 1,293 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $300,782 | 1,268 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $271,895 | 1,247 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||