Provenance Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2081584
FORT LAUDERDALE, FL
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,952
+$150 QoQ
Shares Held
38
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,952 | 38 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,802 | 38 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,662 | 38 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,005 | 38 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $50,481 | 267 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||