BSW Wealth Partners

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1512601 BOULDER, CO

Position in VB

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

Position Value

$1,036,679

-$94,431 QoQ

Shares Held

3,958

-9.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,036,679	3,958	-9.7%	Shares	Sole	2026-04-14
2025-12-31	$1,131,110	4,385	-4.4%	Shares	Sole	2026-01-23
2025-09-30	$1,166,382	4,587	-0.2%	Shares	Sole	2025-10-15
2025-06-30	$1,089,397	4,597	-16.7%	Shares	Sole	2025-07-18
2025-03-31	$1,224,281	5,521	+11.6%	Shares	Sole	2025-04-24
2024-12-31	$1,188,184	4,945	+19.5%	Shares	Sole	2025-01-22
2024-09-30	$981,812	4,139	-3.3%	Shares	Sole	2024-10-29
2024-06-30	$933,429	4,281	-10.2%	Shares	Sole	2024-07-16
2024-03-31	$1,089,688	4,767	-6.7%	Shares	Sole	2024-04-23
2023-12-31	$1,089,476	5,107	-2.8%	Shares	Sole	2024-01-25
2023-09-30	$993,184	5,253	-2.0%	Shares	Sole	2023-10-27
2023-06-30	$1,066,249	5,361	-2.9%	Shares	Sole	2023-08-11
2023-03-31	$1,046,560	5,521	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$1,019,748	5,556	-15.2%	Shares	Sole	2023-02-14
2022-09-30	$1,119,631	6,551	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$1,160,917	6,592	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$1,457,462	6,858	-0.4%	Shares	Sole	2022-05-16
2021-12-31	$1,556,530	6,887	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$1,566,989	7,166	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$1,622,466	7,202	-10.3%	Shares	Sole	2021-08-16
2021-03-31	$1,717,992	8,025	-44.4%	Shares	Sole	2021-05-17
2020-12-31	$2,811,957	14,444	-4.3%	Shares	Sole	2021-02-16
2020-09-30	$2,320,380	15,087	-28.7%	Shares	Sole	2020-11-13
2020-06-30	$3,083,726	21,162	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.