Westside Investment Management, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1538383 SANTA MONICA, CA

Position in VB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,818,258

+$96,887 QoQ

Shares Held

10,760

+2.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.77%

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	$2,818,258	10,760	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$2,721,371	10,550	+16.4%	Shares	Sole	2026-01-23
2025-09-30	$2,305,046	9,065	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$2,180,689	9,202	-6.5%	Shares	Sole	2025-08-05
2025-03-31	$2,181,796	9,839	+2.1%	Shares	Sole	2025-04-25
2024-12-31	$2,315,576	9,637	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$2,283,618	9,627	+0.5%	Shares	Sole	2024-11-20
2024-06-30	$2,089,475	9,583	-1.0%	Shares	Sole	2024-07-17
2024-03-31	$2,213,435	9,683	-0.3%	Shares	Sole	2024-04-19
2023-12-31	$2,072,286	9,714	-0.4%	Shares	Sole	2024-01-12
2023-09-30	$1,844,565	9,756	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$1,930,426	9,706	+1.3%	Shares	Sole	2023-07-14
2023-03-31	$1,817,121	9,586	-14.4%	Shares	Sole	2023-05-17
2022-12-31	$2,055,096	11,197	+14.0%	Shares	Sole	2023-01-31
2022-09-30	$1,678,164	9,819	+0.8%	Shares	Sole	2022-11-09
2022-06-30	$1,714,958	9,738	+0.6%	Shares	Sole	2022-07-15
2022-03-31	$2,057,830	9,683	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$2,194,330	9,709	+0.9%	Shares	Sole	2022-02-15
2021-09-30	$2,104,041	9,622	+5.8%	Shares	Sole	2021-10-27
2021-06-30	$2,048,019	9,091	-3.4%	Shares	Sole	2021-07-28
2021-03-31	$2,014,706	9,411	-2.8%	Shares	Sole	2021-04-14
2020-12-31	$1,885,085	9,683	+3.1%	Shares	Sole	2021-01-15
2020-09-30	$1,443,874	9,388	-1.0%	Shares	Sole	2020-10-14
2020-06-30	$1,381,279	9,479	-1.8%	Shares	Sole	2020-07-21
2020-03-31	$1,114,573	9,655	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.