Serenus Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2053695
SANTA MONICA, CA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$288,112
+$4,367 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,112 | 1,100 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $283,745 | 1,100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $279,708 | 1,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $260,678 | 1,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $243,925 | 1,100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $264,308 | 1,100 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||