Strategic Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2107449
SCOTTSDALE, AZ
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,608,450
+$26,443 QoQ
Shares Held
6,141
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,608,450 | 6,141 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,582,007 | 6,133 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||