Roundview Capital LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1476804 PRINCETON, NJ

Position in VB

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

Position Value

$8,065,302

+$284,241 QoQ

Shares Held

30,793

+2.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.73%

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	$8,065,302	30,793	+2.1%	Shares	Sole	2026-05-08
2025-12-31	$7,781,061	30,165	+4.1%	Shares	Sole	2026-02-09
2025-09-30	$7,365,728	28,967	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$6,463,392	27,274	+1.0%	Shares	Sole	2025-07-23
2025-03-31	$5,991,019	27,017	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$6,419,801	26,718	+0.4%	Shares	Sole	2025-02-12
2024-09-30	$6,315,004	26,622	+30.6%	Shares	Sole	2024-11-14
2024-06-30	$4,445,617	20,389	+2.6%	Shares	Sole	2024-08-09
2024-03-31	$4,541,397	19,867	+2.7%	Shares	Sole	2024-05-06
2023-12-31	$4,127,295	19,347	+2.2%	Shares	Sole	2024-02-12
2023-09-30	$3,579,095	18,930	+11.9%	Shares	Sole	2023-11-13
2023-06-30	$3,365,616	16,922	+14.6%	Shares	Sole	2023-08-09
2023-03-31	$2,799,232	14,767	+5.0%	Shares	Sole	2023-05-09
2022-12-31	$2,580,205	14,058	+4.5%	Shares	Sole	2023-02-13
2022-09-30	$2,298,397	13,448	+2.8%	Shares	Sole	2022-11-10
2022-06-30	$2,303,166	13,078	+3.2%	Shares	Sole	2022-08-11
2022-03-31	$2,693,691	12,675	+8.9%	Shares	Sole	2022-05-17
2021-12-31	$2,630,304	11,638	+4.6%	Shares	Sole	2022-02-10
2021-09-30	$2,432,703	11,125	+2.5%	Shares	Sole	2021-11-10
2021-06-30	$2,444,288	10,850	+1.6%	Shares	Sole	2021-08-10
2021-03-31	$2,286,374	10,680	+16.4%	Shares	Sole	2021-05-14
2020-12-31	$1,785,604	9,172	+5.1%	Shares	Sole	2021-02-08
2020-09-30	$1,342,058	8,726	+11.3%	Shares	Sole	2020-11-05
2020-06-30	$1,142,444	7,840	+7.6%	Shares	Sole	2020-08-13
2020-03-31	$840,749	7,283	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.