Truepoint, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1427748 CINCINNATI, OH

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$678,896

+$14,933 QoQ

Shares Held

2,592

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$678,896	2,592	+0.7%	Shares	Sole	2026-05-08
2025-12-31	$663,963	2,574	-4.2%	Shares	Sole	2026-02-11
2025-09-30	$683,504	2,688	+4.3%	Shares	Sole	2025-11-12
2025-06-30	$610,697	2,577	-16.1%	Shares	Sole	2025-08-08
2025-03-31	$680,772	3,070	-17.6%	Shares	Sole	2025-05-12
2024-12-31	$894,802	3,724	-0.6%	Shares	Sole	2025-02-11
2024-09-30	$889,063	3,748	+6.3%	Shares	Sole	2024-11-12
2024-06-30	$769,027	3,527	+1.9%	Shares	Sole	2024-08-05
2024-03-31	$791,149	3,461	-64.0%	Shares	Sole	2024-05-09
2023-12-31	$2,050,527	9,612	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$1,832,277	9,691	+1.2%	Shares	Sole	2023-11-09
2023-06-30	$1,905,167	9,579	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$1,810,866	9,553	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$1,745,832	9,512	+28.2%	Shares	Sole	2023-02-13
2022-09-30	$1,267,981	7,419	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$1,322,409	7,509	+0.2%	Shares	Sole	2022-08-08
2022-03-31	$1,591,987	7,491	+4.3%	Shares	Sole	2022-05-11
2021-12-31	$1,623,429	7,183	+0.4%	Shares	Sole	2022-02-02
2021-09-30	$1,565,021	7,157	-6.4%	Shares	Sole	2021-10-28
2021-06-30	$1,723,166	7,649	+412.3%	Shares	Sole	2021-08-04
2021-03-31	$319,621	1,493	-19.7%	Shares	Sole	2021-04-30
2020-12-31	$361,910	1,859	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.