NWF Advisory Services Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2045735
Los Angeles, CA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$642,227
+$92,020 QoQ
Shares Held
2,452
+15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,227 | 2,452 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $550,207 | 2,133 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $570,095 | 2,242 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $637,002 | 2,688 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $512,020 | 2,309 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $557,930 | 2,322 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $684,113 | 2,884 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $977,037 | 4,481 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $1,046,942 | 4,580 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $851,826 | 3,993 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $681,030 | 3,602 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $693,330 | 3,486 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $660,806 | 3,486 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||