SMITH CHAS P & ASSOCIATES PA CPAS

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1082509 LAKELAND, FL

Position in VB

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

Position Value

$605,559

-$42,411 QoQ

Shares Held

2,312

-8.0% 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 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$605,559	2,312	-8.0%	Shares	Sole	2026-05-12
2025-12-31	$647,970	2,512	0.0%	Shares	Sole	2026-02-09
2025-09-30	$638,751	2,512	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$604,062	2,549	-40.5%	Shares	Sole	2025-07-17
2025-03-31	$950,420	4,286	+3.2%	Shares	Sole	2025-05-08
2024-12-31	$997,642	4,152	0.0%	Shares	Sole	2025-01-21
2024-09-30	$984,895	4,152	+5.1%	Shares	Sole	2024-10-11
2024-06-30	$861,694	3,952	+0.5%	Shares	Sole	2024-07-29
2024-03-31	$898,587	3,931	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$831,987	3,900	0.0%	Shares	Sole	2024-02-01
2023-09-30	$737,373	3,900	-0.1%	Shares	Sole	2023-11-02
2023-06-30	$776,068	3,902	-0.6%	Shares	Sole	2023-07-31
2023-03-31	$744,212	3,926	-1.6%	Shares	Sole	2023-04-27
2022-12-31	$732,141	3,989	+1.9%	Shares	Sole	2023-01-12
2022-09-30	$668,770	3,913	0.0%	Shares	Sole	2022-11-22
2022-06-30	$689,118	3,913	+0.4%	Shares	Sole	2022-07-15
2022-03-31	$828,190	3,897	+1.1%	Shares	Sole	2022-05-12
2021-12-31	$871,268	3,855	0.0%	Shares	Sole	2022-02-07
2021-09-30	$842,972	3,855	0.0%	Shares	Sole	2021-10-12
2021-06-30	$868,454	3,855	0.0%	Shares	Sole	2021-07-23
2021-03-31	$825,278	3,855	0.0%	Shares	Sole	2021-05-11
2020-12-31	$750,491	3,855	0.0%	Shares	Sole	2021-02-10
2020-09-30	$592,899	3,855	0.0%	Shares	Sole	2020-11-10
2020-06-30	$561,750	3,855	0.0%	Shares	Sole	2020-08-13
2020-03-31	$445,021	3,855	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.