Sharp Wealth Advisory, LLC VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 1733194
As of 2026-06-30, Sharp Wealth Advisory, LLC reported 1.49K VB (shares), valued at $450.44K, or 0.21% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 98.70%; reported value decreased 98.49%, and weight changed -14.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.21% | 1,486 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 14.74% | 113,964 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.19% | 1,486 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 0.13% | 938 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 0.16% | 1,050 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.29% | 1,725 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.16% | 885 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | 0.29% | 1,525 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 0.48% | 2,240 | SEC filing ↗Filed Aug 14, 2024 |
| Q4 2023 | 0.64% | 2,765 | SEC filing ↗Filed Aug 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.64% | 2,765 | $589.86K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 14, 2024 |
| Q1 2024 | 0.48% | 2,240 | $512.04K | Shares decreased 18.99%; reported value decreased 13.19%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q2 2024 | 0.29% | 1,525 | $332.51K | Shares decreased 31.92%; reported value decreased 35.06%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 0.16% | 885 | $212.65K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.29% | 1,725 | $382.52K | Shares increased 94.92%; reported value increased 79.88%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.16% | 1,050 | $248.83K | Shares decreased 39.13%; reported value decreased 34.95%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 0.13% | 938 | $238.51K | Shares decreased 10.67%; reported value decreased 4.15%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 0.19% | 1,486 | $383.31K | Shares increased 58.42%; reported value increased 60.71%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 14.74% | 113,964 | $29.85M | Shares increased 7569.18%; reported value increased 7687.21%, and weight changed +14.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.21% | 1,486 | $450.44K | Shares decreased 98.70%; reported value decreased 98.49%, and weight changed -14.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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