Investor's Fiduciary Advisor Network, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044901
SNOQUALMIE, WA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$589,568
-$199,335 QoQ
Shares Held
1,945
-35.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#237
of 353 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,568 | 1,945 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $788,903 | 3,012 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $764,563 | 2,964 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $761,822 | 2,996 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $760,468 | 3,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $818,257 | 3,690 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $901,530 | 3,752 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||