WJ Financial Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2095682
KILLINGWORTH, CT
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$826,305
+$112,312 QoQ
Shares Held
2,726
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#208
of 353 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,305 | 2,726 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $713,993 | 2,726 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $685,373 | 2,657 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $675,621 | 2,657 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||