CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 944361
MINNEAPOLIS, MN
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,162,684
+$2,122,909 QoQ
Shares Held
12,075
+153.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,162,684 | 12,075 | Shares | Sole | 2026-04-09 | |
| 2021-09-30 | $1,039,775 | 4,755 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,296,711 | 5,756 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||