Oak Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056728
NORTHBROOK, IL
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,386,604
+$21,017 QoQ
Shares Held
5,294
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,386,604 | 5,294 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,365,587 | 5,294 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,346,158 | 5,294 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,230,874 | 5,194 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,191,462 | 5,373 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,012,299 | 4,213 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||