Martel Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2039437
VANCOUVER, WA
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,065,794
+$55,890 QoQ
Shares Held
19,341
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.35%
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 | $5,065,794 | 19,341 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,009,904 | 19,422 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,876,836 | 19,179 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,692,677 | 19,802 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,353,839 | 19,634 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,904,355 | 20,411 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,043,796 | 21,263 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,540,683 | 20,825 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $4,748,500 | 20,773 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $4,630,967 | 21,708 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $4,069,353 | 21,523 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $4,295,228 | 21,596 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $4,176,006 | 22,030 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $4,015,855 | 21,880 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $3,788,903 | 22,169 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $3,870,017 | 21,975 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $4,633,573 | 21,803 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $4,555,909 | 20,158 | Shares | Sole | 2024-10-09 | |
| 2021-09-30 | $4,416,696 | 20,198 | Shares | Sole | 2024-10-09 | |
| 2021-06-30 | $4,385,300 | 19,466 | Shares | Sole | 2024-10-09 | |
| 2021-03-31 | $4,148,656 | 19,379 | Shares | Sole | 2024-10-09 | |
| 2020-12-31 | $4,165,957 | 21,399 | Shares | Sole | 2024-10-09 | |
| 2020-09-30 | $3,281,015 | 21,333 | Shares | Sole | 2024-10-18 | |
| 2020-06-30 | $2,993,380 | 20,542 | Shares | Sole | 2024-10-18 | |
| 2020-03-31 | $2,255,466 | 19,538 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||