EVERMAY WEALTH MANAGEMENT LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1066816 ARLINGTON, VA

Position in VB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,175,256

-$83,426 QoQ

Shares Held

12,123

-4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,175,256	12,123	-4.0%	Shares	Sole	2026-05-12
2025-12-31	$3,258,682	12,633	-0.6%	Shares	Sole	2026-01-22
2025-09-30	$3,230,373	12,704	-1.9%	Shares	Sole	2025-11-05
2025-06-30	$3,067,706	12,945	+21.5%	Shares	Sole	2025-07-30
2025-03-31	$2,362,081	10,652	+3.7%	Shares	Sole	2025-05-07
2024-12-31	$2,466,954	10,267	-4.6%	Shares	Sole	2025-01-24
2024-09-30	$2,552,379	10,760	-2.7%	Shares	Sole	2024-10-25
2024-06-30	$2,411,958	11,062	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$2,541,463	11,118	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$2,410,842	11,301	-6.5%	Shares	Sole	2024-02-12
2023-09-30	$2,284,154	12,081	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$2,386,878	12,001	-0.7%	Shares	Sole	2023-08-10
2023-03-31	$2,290,643	12,084	-5.0%	Shares	Sole	2023-05-15
2022-12-31	$2,334,078	12,717	+39.2%	Shares	Sole	2023-01-19
2022-09-30	$1,560,921	9,133	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$1,657,547	9,412	-56.7%	Shares	Sole	2022-08-15
2022-03-31	$4,615,296	21,717	+626.6%	Shares	Sole	2022-05-16
2021-12-31	$675,543	2,989	+36.1%	Shares	Sole	2022-02-14
2021-09-30	$480,199	2,196	+6.2%	Shares	Sole	2021-11-12
2021-06-30	$465,879	2,068	0.0%	Shares	Sole	2021-08-13
2021-03-31	$442,717	2,068	0.0%	Shares	Sole	2021-05-10
2020-12-31	$402,598	2,068	0.0%	Shares	Sole	2021-02-16
2020-09-30	$318,058	2,068	-0.2%	Shares	Sole	2020-11-05
2020-06-30	$302,077	2,073	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.