VALLEY NATIONAL ADVISERS INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 773411 BETHLEHEM, PA

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$430,334

-$23,915 QoQ

Shares Held

1,643

-6.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$430,334	1,643	-6.7%	Shares	Sole	2026-04-15
2025-12-31	$454,249	1,761	+13.9%	Shares	Sole	2026-01-23
2025-09-30	$393,116	1,546	-13.2%	Shares	Sole	2025-10-17
2025-06-30	$422,061	1,781	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$396,932	1,790	0.0%	Shares	Sole	2025-04-25
2024-12-31	$430,101	1,790	-0.2%	Shares	Sole	2025-01-24
2024-09-30	$425,317	1,793	-10.3%	Shares	Sole	2024-10-24
2024-06-30	$436,080	2,000	-9.6%	Shares	Sole	2024-07-18
2024-03-31	$505,641	2,212	-5.6%	Shares	Sole	2024-04-19
2023-12-31	$500,045	2,344	-1.3%	Shares	Sole	2024-01-25
2023-09-30	$449,041	2,375	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$473,755	2,382	-1.2%	Shares	Sole	2023-07-31
2023-03-31	$457,029	2,411	-12.1%	Shares	Sole	2023-04-26
2022-12-31	$503,450	2,743	-51.5%	Shares	Sole	2023-01-12
2022-09-30	$965,983	5,652	+141.7%	Shares	Sole	2022-11-08
2022-06-30	$411,745	2,338	+9.7%	Shares	Sole	2022-07-15
2022-03-31	$452,880	2,131	+0.0%	Shares	Sole	2022-05-06
2021-12-31	$481,401	2,130	+5.3%	Shares	Sole	2022-02-11
2021-09-30	$442,369	2,023	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$455,290	2,021	+1.3%	Shares	Sole	2021-08-02
2021-03-31	$427,303	1,996	+0.1%	Shares	Sole	2021-05-07
2020-12-31	$388,191	1,994	+12.3%	Shares	Sole	2021-02-11
2020-09-30	$273,148	1,776	-2.6%	Shares	Sole	2020-11-13
2020-06-30	$265,793	1,824	-31.6%	Shares	Sole	2020-08-10
2020-03-31	$307,763	2,666	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.