TWIN FOCUS CAPITAL PARTNERS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1387761 Boston, MA

Position in VB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,317,457

+$463,385 QoQ

Shares Held

5,030

+51.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.42%

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	$1,317,457	5,030	+51.9%	Shares	Sole	2026-05-14
2025-12-31	$854,072	3,311	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$950,498	3,738	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$881,802	3,721	+12.1%	Shares	Sole	2025-08-12
2025-03-31	$735,988	3,319	+9.3%	Shares	Sole	2025-05-13
2024-12-31	$729,490	3,036	-45.9%	Shares	Sole	2025-02-13
2024-09-30	$1,331,934	5,615	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$1,220,369	5,597	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,279,418	5,597	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$1,191,021	5,583	+0.4%	Shares	Sole	2024-03-05
2023-09-30	$1,051,229	5,560	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$1,102,248	5,542	-4.9%	Shares	Sole	2023-08-14
2023-03-31	$1,104,566	5,827	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$1,064,899	5,802	+4.7%	Shares	Sole	2023-02-14
2022-09-30	$947,183	5,542	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$1,002,418	5,692	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,209,663	5,692	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,286,448	5,692	-4.6%	Shares	Sole	2022-02-14
2021-09-30	$1,304,803	5,967	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,344,245	5,967	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,277,415	5,967	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,161,655	5,967	-1.6%	Shares	Sole	2021-02-16
2020-09-30	$933,104	6,067	0.0%	Shares	Sole	2020-11-13
2020-06-30	$884,083	6,067	+85.7%	Shares	Sole	2020-08-12
2020-03-31	$377,142	3,267	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.