NEW WAVE WEALTH ADVISORS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2035324
SPRINGDALE, AR
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$843,906
+$48,647 QoQ
Shares Held
3,222
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $843,906 | 3,222 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $795,259 | 3,083 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||