Medallion Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2131139
FARMINGTON, CT
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$992,414
-$272,115 QoQ
Shares Held
3,274
-32.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#323
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,414 | 3,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,264,529 | 4,828 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,252,065 | 4,854 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,231,713 | 4,844 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,137,476 | 4,800 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,070,814 | 4,829 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,143,712 | 4,760 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||