Welch & Forbes LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 105495 Boston, MA

Position in VB

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$2,793,638

+$19,644 QoQ

Shares Held

10,666

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 19% Shared 0% None 81%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,793,638	10,666	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$2,773,994	10,754	-6.9%	Shares	Sole	2026-02-10
2025-09-30	$2,937,951	11,554	-5.5%	Shares	Sole	2025-11-04
2025-06-30	$2,898,265	12,230	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$2,714,441	12,241	-5.1%	Shares	Sole	2025-05-02
2024-12-31	$3,099,371	12,899	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$3,057,162	12,888	+1.9%	Shares	Sole	2024-11-04
2024-06-30	$2,757,769	12,648	-0.1%	Shares	Sole	2024-08-02
2024-03-31	$2,894,863	12,664	-1.7%	Shares	Sole	2024-05-03
2023-12-31	$2,749,610	12,889	-1.9%	Shares	Sole	2024-02-06
2023-09-30	$2,484,001	13,138	-11.8%	Shares	Sole	2023-11-03
2023-06-30	$2,964,057	14,903	+3.8%	Shares	Sole	2023-07-28
2023-03-31	$2,722,081	14,360	+13.8%	Shares	Sole	2023-04-14
2022-12-31	$2,316,825	12,623	-5.4%	Shares	Sole	2023-02-02
2022-09-30	$2,279,597	13,338	+1.1%	Shares	Sole	2022-10-31
2022-06-30	$2,323,243	13,192	-4.5%	Shares	Sole	2022-07-22
2022-03-31	$2,934,901	13,810	0.0%	Shares	Sole	2022-04-25
2021-12-31	$3,121,198	13,810	0.0%	Shares	Sole	2022-01-19
2021-09-30	$3,019,832	13,810	+184.2%	Shares	Sole	2021-10-13
2021-06-30	$1,094,860	4,860	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,040,428	4,860	+25.9%	Shares	Sole	2021-04-14
2020-12-31	$751,464	3,860	0.0%	Shares	Sole	2021-01-20
2020-09-30	$593,668	3,860	-6.2%	Shares	Sole	2020-10-23
2020-06-30	$599,637	4,115	+22.3%	Shares	Sole	2020-07-15
2020-03-31	$388,455	3,365	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.