WBH ADVISORY INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1259671 BALTIMORE, MD

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$23,379,241

-$430,059 QoQ

Shares Held

89,261

-3.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

7.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 23% Shared 0% None 77%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,379,241	89,261	-3.3%	Shares	Sole	2026-04-27
2025-12-31	$23,809,300	92,302	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$23,579,130	92,729	-2.1%	Shares	Sole	2025-10-30
2025-06-30	$22,443,190	94,705	+3.2%	Shares	Sole	2025-07-30
2025-03-31	$20,344,232	91,744	-2.0%	Shares	Sole	2025-05-12
2024-12-31	$22,505,345	93,663	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$22,157,311	93,408	-0.2%	Shares	Sole	2024-10-15
2024-06-30	$20,417,483	93,641	+0.4%	Shares	Sole	2024-07-11
2024-03-31	$21,327,675	93,301	-0.1%	Shares	Sole	2024-04-16
2023-12-31	$19,923,102	93,391	+12.9%	Shares	Sole	2024-01-09
2023-09-30	$15,637,412	82,707	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$16,765,432	84,295	+2.1%	Shares	Sole	2023-07-12
2023-03-31	$15,655,191	82,587	-3.9%	Shares	Sole	2023-04-20
2022-09-30	$14,681,681	85,903	+1.1%	Shares	Sole	2022-10-18
2022-06-30	$14,957,550	84,933	-2.6%	Shares	Sole	2022-07-12
2022-03-31	$18,526,431	87,175	-6.8%	Shares	Sole	2022-04-29
2021-12-31	$21,139,167	93,532	+4.1%	Shares	Sole	2022-01-28
2021-09-30	$19,653,403	89,877	+4.8%	Shares	Sole	2021-10-25
2021-06-30	$19,323,842	85,777	+0.7%	Shares	Sole	2021-07-27
2021-03-31	$18,227,413	85,143	-1.5%	Shares	Sole	2021-04-19
2020-12-31	$16,823,077	86,414	+2.9%	Shares	Sole	2021-01-21
2020-09-30	$12,916,431	83,982	+3.5%	Shares	Sole	2020-10-27
2020-06-30	$11,822,263	81,130	-5.8%	Shares	Sole	2020-08-05
2020-03-31	$9,941,461	86,118	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.