Plante Moran Financial Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1424717 SOUTHFIELD, MI

Position in VB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,243,858

+$35,879 QoQ

Shares Held

4,749

+1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.29%

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	$1,243,858	4,749	+1.4%	Shares	Sole	2026-05-05
2025-12-31	$1,207,979	4,683	+7.4%	Shares	Sole	2026-02-05
2025-09-30	$1,109,169	4,362	-6.8%	Shares	Sole	2025-11-05
2025-06-30	$1,108,592	4,678	+52.0%	Shares	Sole	2025-08-05
2025-03-31	$682,546	3,078	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$740,062	3,080	+90.5%	Shares	Sole	2025-02-05
2024-09-30	$383,568	1,617	0.0%	Shares	Sole	2024-10-30
2024-06-30	$352,570	1,617	+2.0%	Shares	Sole	2024-08-12
2024-03-31	$362,315	1,585	+354.2%	Shares	Sole	2024-05-09
2023-12-31	$74,452	349	-53.8%	Shares	Sole	2024-02-05
2023-09-30	$142,936	756	+18.9%	Shares	Sole	2023-11-07
2023-06-30	$126,494	636	+9.5%	Shares	Sole	2023-08-07
2023-03-31	$110,134	581	-41.5%	Shares	Sole	2023-05-08
2022-12-31	$182,438	994	+29.1%	Shares	Sole	2023-02-09
2022-09-30	$131,600	770	+77.0%	Shares	Sole	2022-11-02
2022-06-30	$76,607	435	+22.5%	Shares	Sole	2022-08-02
2022-03-31	$75,444	355	+42.6%	Shares	Sole	2022-05-06
2021-12-31	$56,276	249	-61.3%	Shares	Sole	2022-02-09
2021-09-30	$140,604	643	-10.3%	Shares	Sole	2021-11-08
2021-06-30	$161,525	717	+34.0%	Shares	Sole	2021-08-10
2021-03-31	$114,532	535	+17.8%	Shares	Sole	2021-05-13
2020-12-31	$88,384	454	+0.9%	Shares	Sole	2021-02-09
2020-09-30	$69,210	450	+0.9%	Shares	Sole	2020-11-12
2020-06-30	$64,991	446	+45.8%	Shares	Sole	2020-08-10
2020-03-31	$35,324	306	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.