TRED AVON FAMILY WEALTH, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2094435
EASTON, MD
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,761,150
-$24,895 QoQ
Shares Held
6,724
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,761,150 | 6,724 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,786,045 | 6,924 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,799,539 | 7,077 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||