Montecito Bank & Trust

Bank

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1422508 SANTA BARBARA, CA

Position in VB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$467,789

-$160,577 QoQ

Shares Held

1,786

-26.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 86% Shared 0% None 14%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$467,789	1,786	-26.7%	Shares	Sole	2026-04-16
2025-12-31	$628,366	2,436	0.0%	Shares	Sole	2026-01-09
2025-09-30	$619,426	2,436	0.0%	Shares	Sole	2025-10-07
2025-03-31	$540,183	2,436	0.0%	Shares	Sole	2025-04-17
2024-12-31	$585,322	2,436	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$579,504	2,443	0.0%	Shares	Sole	2024-10-31
2024-06-30	$532,671	2,443	-7.3%	Shares	Sole	2024-07-17
2024-03-31	$602,563	2,636	+9.2%	Shares	Sole	2024-04-09
2023-12-31	$514,765	2,413	0.0%	Shares	Sole	2024-01-05
2023-09-30	$456,225	2,413	0.0%	Shares	Sole	2023-10-16
2023-06-30	$479,921	2,413	-1.4%	Shares	Sole	2023-07-25
2023-03-31	$464,042	2,448	0.0%	Shares	Sole	2023-04-25
2022-12-31	$449,305	2,448	-0.2%	Shares	Sole	2023-01-20
2022-09-30	$419,413	2,454	-47.4%	Shares	Sole	2022-10-14
2022-06-30	$821,376	4,664	+71.8%	Shares	Sole	2022-08-01
2022-03-31	$576,779	2,714	+50.4%	Shares	Sole	2022-04-22
2021-12-31	$407,722	1,804	+26.7%	Shares	Sole	2022-01-25
2021-09-30	$311,386	1,424	0.0%	Shares	Sole	2021-10-28
2021-06-30	$320,798	1,424	0.0%	Shares	Sole	2021-07-08
2021-03-31	$304,849	1,424	-5.9%	Shares	Sole	2021-04-26
2020-12-31	$294,745	1,514	+0.5%	Shares	Sole	2021-01-28
2020-09-30	$231,622	1,506	-3.2%	Shares	Sole	2020-10-27
2020-06-30	$226,740	1,556	-24.8%	Shares	Sole	2020-07-17
2020-03-31	$238,960	2,070	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.