Alliance Wealth Advisors, LLC VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 1849724
As of 2026-06-30, Alliance Wealth Advisors, LLC reported 1.40K VB (shares), valued at $423.15K, or 0.17% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares unchanged; reported value increased 15.73%, and weight changed +0.00 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 | 0.17% | 1,396 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.17% | 1,396 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.17% | 1,396 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.18% | 1,396 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 0.18% | 1,396 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.18% | 1,396 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 0.19% | 1,396 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.19% | 1,396 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.19% | 1,394 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 0.21% | 1,462 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 0.22% | 1,545 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 1.86% | 13,595 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.86% | 13,595 | $2.57M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 0.22% | 1,545 | $329.59K | Shares decreased 88.64%; reported value decreased 87.18%, and weight changed -1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 0.21% | 1,462 | $334.19K | Shares decreased 5.37%; reported value increased 1.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 0.19% | 1,394 | $303.94K | Shares decreased 4.65%; reported value decreased 9.05%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 0.19% | 1,396 | $331.14K | Shares increased 0.14%; reported value increased 8.95%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.19% | 1,396 | $335.42K | Shares unchanged; reported value increased 1.29%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.18% | 1,396 | $309.56K | Shares unchanged; reported value decreased 7.71%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 0.18% | 1,396 | $330.82K | Shares unchanged; reported value increased 6.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 0.18% | 1,396 | $354.97K | Shares unchanged; reported value increased 7.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 0.17% | 1,396 | $360.09K | Shares unchanged; reported value increased 1.44%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.17% | 1,396 | $365.64K | Shares unchanged; reported value increased 1.54%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 0.17% | 1,396 | $423.15K | Shares unchanged; reported value increased 15.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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