NESTEGG ADVISORS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2062716
HAUPPAUGE, NY
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$837,620
+$17,597 QoQ
Shares Held
3,198
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.49%
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 | $837,620 | 3,198 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $820,023 | 3,179 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $762,585 | 2,999 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $603,588 | 2,547 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $564,797 | 2,547 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $566,099 | 2,356 | Shares | Sole | 2025-03-21 | |
| No filing history on record for this holder in this stock. | ||||||