Atlas Legacy Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054111
LOS ANGELES, CA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,485,369
+$33,998 QoQ
Shares Held
13,307
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.44%
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 | $3,485,369 | 13,307 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,451,371 | 13,380 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,087,467 | 12,142 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,908,929 | 12,275 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,271,736 | 5,735 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,820,601 | 7,577 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||