SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1079935 LOS ANGELES, CA

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$6,001,372

+$398,957 QoQ

Shares Held

22,913

+5.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 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	$6,001,372	22,913	+5.5%	Shares	Defined	2026-04-15
2025-12-31	$5,602,415	21,719	-2.4%	Shares	Sole	2026-02-06
2025-09-30	$5,657,475	22,249	-5.7%	Shares	Defined	2025-11-05
2025-06-30	$5,590,595	23,591	-11.2%	Shares	Defined	2025-07-29
2025-03-31	$5,892,562	26,573	+1.6%	Shares	Defined	2025-05-16
2024-12-31	$6,285,003	26,157	+2.2%	Shares	Defined	2025-02-11
2024-09-30	$6,073,999	25,606	+7.0%	Shares	Defined	2024-11-06
2024-06-30	$5,215,516	23,920	+905.5%	Shares	Defined	2024-07-26
2023-12-31	$507,511	2,379	-2.8%	Shares	Defined	2024-01-29
2023-09-30	$462,843	2,448	-3.5%	Shares	Defined	2023-10-26
2023-06-30	$504,385	2,536	-6.1%	Shares	Defined	2023-07-20
2023-03-31	$511,811	2,700	-8.9%	Shares	Sole	2023-05-03
2022-12-31	$543,828	2,963	-2.5%	Shares	Defined	2023-01-11
2022-09-30	$519,224	3,038	-2.9%	Shares	Sole	2022-10-20
2022-06-30	$550,871	3,128	-3.4%	Shares	Sole	2022-07-13
2022-03-31	$688,139	3,238	-3.7%	Shares	Sole	2022-04-19
2021-12-31	$760,297	3,364	-3.5%	Shares	Defined	2022-01-20
2021-09-30	$762,502	3,487	-7.2%	Shares	Defined	2021-10-12
2021-06-30	$846,826	3,759	-1.9%	Shares	Defined	2021-07-16
2021-03-31	$820,354	3,832	-8.1%	Shares	Defined	2021-04-15
2020-12-31	$811,620	4,169	-18.1%	Shares	Defined	2021-01-13
2020-09-30	$782,534	5,088	-5.3%	Shares	Defined	2020-10-13
2020-06-30	$782,953	5,373	+9.1%	Shares	Defined	2020-07-21
2020-03-31	$568,657	4,926	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.