Legacy Edge Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2105396
SYOSSET, NY
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,048,174
+$444,952 QoQ
Shares Held
10,056
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#216
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,048,174 | 10,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,603,222 | 9,939 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,519,913 | 9,769 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||