ProVise Management Group, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1305707 CLEARWATER, FL

Position in VB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$333,948

+$5,062 QoQ

Shares Held

1,275

0.0% 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 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$333,948	1,275	0.0%	Shares	Sole	2026-05-07
2025-12-31	$328,886	1,275	-5.4%	Shares	Sole	2026-01-29
2025-09-30	$342,769	1,348	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$320,396	1,352	-32.3%	Shares	Sole	2025-08-08
2025-03-31	$442,834	1,997	-12.3%	Shares	Sole	2025-05-08
2024-12-31	$546,877	2,276	-0.6%	Shares	Sole	2025-02-11
2024-09-30	$543,210	2,290	-4.3%	Shares	Sole	2024-11-12
2024-06-30	$521,987	2,394	-10.3%	Shares	Sole	2024-08-12
2024-03-31	$609,878	2,668	-10.9%	Shares	Sole	2024-05-09
2023-12-31	$638,923	2,995	-2.7%	Shares	Sole	2024-02-09
2023-09-30	$581,957	3,078	-7.5%	Shares	Sole	2023-11-08
2023-06-30	$661,508	3,326	-0.9%	Shares	Sole	2023-08-24
2023-03-31	$635,973	3,355	-3.5%	Shares	Sole	2023-05-08
2022-12-31	$638,168	3,477	-26.5%	Shares	Sole	2023-02-10
2022-09-30	$808,575	4,731	-5.3%	Shares	Sole	2022-11-09
2022-06-30	$880,021	4,997	-3.3%	Shares	Sole	2022-08-08
2022-03-31	$1,097,878	5,166	-7.5%	Shares	Sole	2022-04-27
2021-12-31	$1,262,491	5,586	-1.0%	Shares	Sole	2022-01-18
2021-09-30	$1,233,298	5,640	+0.2%	Shares	Sole	2021-10-20
2021-06-30	$1,267,875	5,628	-64.5%	Shares	Sole	2021-08-06
2021-03-31	$3,394,024	15,854	-4.3%	Shares	Sole	2021-04-22
2020-12-31	$3,225,458	16,568	-4.5%	Shares	Sole	2021-01-19
2020-09-30	$2,666,892	17,340	+23.1%	Shares	Sole	2020-10-26
2020-06-30	$2,052,320	14,084	0.0%	Shares	Sole	2020-08-07
2020-03-31	$1,625,856	14,084	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.