Valmark Advisers, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1380443 AKRON, OH

Position in VB

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$9,302,612

+$255,532 QoQ

Shares Held

35,517

+1.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.52%

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	$9,302,612	35,517	+1.3%	Shares	Sole	2026-05-01
2025-12-31	$9,047,080	35,073	+2.7%	Shares	Sole	2026-01-26
2025-09-30	$8,681,627	34,142	+4.6%	Shares	Sole	2025-10-24
2025-06-30	$7,736,212	32,645	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$7,210,866	32,518	+5.9%	Shares	Sole	2025-04-23
2024-12-31	$7,375,875	30,697	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$7,196,951	30,340	+5.7%	Shares	Sole	2024-10-25
2024-06-30	$6,261,236	28,716	+4.9%	Shares	Sole	2024-08-01
2024-03-31	$6,259,937	27,385	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$5,653,671	26,502	+3.7%	Shares	Sole	2024-02-02
2023-09-30	$4,831,305	25,553	+4.6%	Shares	Sole	2023-11-08
2023-06-30	$4,859,479	24,433	+3.6%	Shares	Sole	2023-08-03
2023-03-31	$4,469,635	23,579	+10.3%	Shares	Sole	2023-05-02
2022-12-31	$3,922,616	21,372	-2.5%	Shares	Sole	2023-02-07
2022-09-30	$3,747,372	21,926	+4.7%	Shares	Sole	2022-11-03
2022-06-30	$3,687,743	20,940	+10.7%	Shares	Sole	2022-08-01
2022-03-31	$4,018,540	18,909	+7.7%	Shares	Sole	2022-05-10
2021-12-31	$3,967,153	17,553	-7.2%	Shares	Sole	2022-02-02
2021-09-30	$4,137,673	18,922	+2.2%	Shares	Sole	2021-11-09
2021-06-30	$4,172,410	18,521	+7.5%	Shares	Sole	2021-08-06
2021-03-31	$3,689,668	17,235	-28.6%	Shares	Sole	2021-05-04
2020-12-31	$4,700,353	24,144	-7.8%	Shares	Sole	2021-02-03
2020-09-30	$4,025,561	26,174	+98.0%	Shares	Sole	2020-11-09
2020-06-30	$1,926,126	13,218	-4.0%	Shares	Sole	2020-07-31
2020-03-31	$1,589,493	13,769	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.