BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1352860 BLUE BELL, PA

Position in VB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,209,284

+$10,333 QoQ

Shares Held

4,617

-0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

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	$1,209,284	4,617	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$1,198,951	4,648	+0.5%	Shares	Sole	2026-02-09
2025-09-30	$1,175,790	4,624	+1.1%	Shares	Sole	2025-10-22
2025-06-30	$1,083,946	4,574	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,014,284	4,574	+35.6%	Shares	Sole	2025-05-05
2024-12-31	$810,464	3,373	0.0%	Shares	Sole	2025-02-07
2024-09-30	$800,109	3,373	-6.0%	Shares	Sole	2024-10-29
2024-06-30	$782,109	3,587	+0.6%	Shares	Sole	2024-08-05
2024-03-31	$815,380	3,567	-24.1%	Shares	Sole	2024-04-24
2023-12-31	$1,002,651	4,700	-5.4%	Shares	Sole	2024-01-25
2023-09-30	$938,921	4,966	-10.0%	Shares	Sole	2023-10-30
2023-06-30	$1,097,077	5,516	+3553.0%	Shares	Sole	2023-08-08
2023-03-31	$28,623	151	0.0%	Shares	Sole	2023-05-08
2022-12-31	$27,714	151	0.0%	Shares	Sole	2023-02-03
2022-09-30	$25,807	151	0.0%	Shares	Sole	2022-11-09
2022-06-30	$26,592	151	0.0%	Shares	Sole	2022-08-02
2022-03-31	$32,090	151	0.0%	Shares	Sole	2022-04-21
2021-12-31	$34,127	151	0.0%	Shares	Sole	2022-01-26
2021-09-30	$33,019	151	0.0%	Shares	Sole	2021-11-10
2021-06-30	$34,017	151	0.0%	Shares	Sole	2021-08-05
2021-03-31	$32,326	151	-31.7%	Shares	Sole	2021-04-23
2020-12-31	$43,024	221	0.0%	Shares	Sole	2021-01-21
2020-09-30	$33,989	221	0.0%	Shares	Sole	2020-10-23
2020-06-30	$32,204	221	+452.5%	Shares	Sole	2020-07-30
2020-03-31	$4,617	40	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.