Ballast Financial Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2109821
WEST CHESTER, PA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,018,180
+$117,700 QoQ
Shares Held
3,359
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.09%
of 13F equity value
Holder Rank
#320
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 | $1,018,180 | 3,359 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $900,480 | 3,438 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $827,503 | 3,208 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||