Public ownership evidence

Vanguard Morningstar Small-Cap ETF (VB) Ownership Disclosures

Read VB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Morningstar Small-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2026-03-31
Available
2026-09-01
Reported shares
21,827
Value (USD)
$5,717,026
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2026-03-312026-09-0121,827$5,717,026None
Arbor Wealth Management LLC\AZ2025-12-312026-09-0121,100$5,442,650None
Cornerstone Financial Management LLC2026-06-302026-08-29367$111,245None
Cornerstone Financial Management LLC2026-03-312026-08-29367$96,125None
Cornerstone Financial Management LLC2025-12-312026-08-29323$83,318None
Provida Pension Fund Administrator2026-03-312026-08-2931,813$8,332,461None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2950,895$11,286,067None
Corient Private Wealth LP2026-06-302026-08-283,567$1,081,288None
Corient Private Wealth LP2026-06-302026-08-28403,501$122,309,536None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28361$109,357None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28356$93,249None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-288,405$2,168,070None
Reflection Asset Management2026-03-312026-08-271,165$329,940None
Legacy Edge Advisors, LLC2025-09-302026-08-279,635$2,449,988None
HORAN Wealth, LLC2026-06-302026-08-271,834$555,910None
Dakota Wealth Management2025-09-302026-08-2713,452$3,420,666None
Dakota Wealth Management2025-12-312026-08-2750,223$12,955,074None
Dakota Wealth Management2026-03-312026-08-2748,744$12,767,099None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-278,360$2,189,652None
Financial Insights, Inc.2026-06-302026-08-2620,176$6,115,780None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-261,056$320,019None
Serenity Investment Advisors2026-06-302026-08-25731$221,369None
Strategic Financial Services, Inc.2026-06-302026-08-251,772$537,129None
Bernard Wealth Management Corp.2026-06-302026-08-22108$32,737None
Kings Path Partners LLC2026-03-312026-08-22323$84,600None
ATX Financial Planning, LLC2026-06-302026-08-211,080$327,370None
Rehmann Capital Advisory Group2026-06-302026-08-2130,310$9,187,729None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-215,654$1,713,840None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2129,589$8,968,934None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2019,197$5,819,114None
Kingsview Wealth Management, LLC2026-06-302026-08-2021,005$6,367,062None
Prosperitas Financial LLC2026-06-302026-08-201,992$603,939None
Archer Investment Corp2026-06-302026-08-201,800$545,469None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,780$539,553None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-206,362$1,928,449None
Field & Main Bank2026-06-302026-08-2033$10,003None
Field & Main Bank2026-06-302026-08-2037,217$11,281,217None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,420,614$1,036,856,610None
Sankala Group LLC2026-06-302026-08-19347$105,581None
Beacon Pointe Advisors, LLC2026-06-302026-08-19225,077$68,225,269None
Copia Wealth Management2026-06-302026-08-1910$3,031None
JDM Financial Group LLC2026-06-302026-08-19120,569$13,575,430None
Leo H. Evart, Inc.2026-06-302026-08-191,619$490,737None
Leo H. Evart, Inc.2026-06-302026-08-1961$18,504None
Leo H. Evart, Inc.2026-06-302026-08-198,196$2,484,358None
TILIA FIDUCIARY PARTNERS, INC.2026-06-302026-08-19955$289,497None
Orion Capital Management LLC2026-06-302026-08-19516$156,500None
Nest Investments, LLC2026-03-312026-08-192,133$558,803None
Nest Investments, LLC2025-12-312026-08-191,816$468,334None
Denver PWM, LLC2026-06-302026-08-192,403$743,274None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Arbor Wealth Management LLC\AZ ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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