KEYVANTAGE WEALTH, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2050555
BETHLEHEM, PA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,237,603
+$963,320 QoQ
Shares Held
20,578
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.81%
of 13F equity value
Holder Rank
#133
of 420 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,237,603 | 20,578 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,274,283 | 20,137 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,089,095 | 19,729 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,533,132 | 21,760 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,088,671 | 21,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,437,661 | 20,012 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $388,532 | 1,617 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||