TCI Wealth Advisors, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1583751 Tucson, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,012,593

+$26,894 QoQ

Shares Held

7,684

-0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.81%

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	$2,012,593	7,684	-0.2%	Shares	Sole	2026-04-27
2025-12-31	$1,985,699	7,698	+11.2%	Shares	Sole	2026-02-02
2025-09-30	$1,760,380	6,923	+0.6%	Shares	Sole	2025-10-14
2025-06-30	$1,631,370	6,884	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$1,535,175	6,923	+1.6%	Shares	Sole	2025-04-21
2024-12-31	$1,637,748	6,816	-7.1%	Shares	Sole	2025-01-23
2024-09-30	$1,741,121	7,340	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$1,602,594	7,350	-3.0%	Shares	Sole	2024-07-30
2024-03-31	$1,732,026	7,577	-7.3%	Shares	Sole	2024-05-07
2023-12-31	$1,744,186	8,176	+10.7%	Shares	Sole	2024-02-06
2023-09-30	$1,396,849	7,388	-2.5%	Shares	Sole	2023-10-31
2023-06-30	$1,506,392	7,574	+6.9%	Shares	Sole	2023-08-04
2023-03-31	$1,343,222	7,086	-0.1%	Shares	Sole	2023-05-03
2022-12-31	$1,302,216	7,095	+12.8%	Shares	Sole	2023-02-07
2022-09-30	$1,074,852	6,289	-0.9%	Shares	Sole	2022-11-08
2022-06-30	$1,117,946	6,348	+1.3%	Shares	Sole	2022-07-19
2022-03-31	$1,331,650	6,266	+0.1%	Shares	Sole	2022-04-29
2021-12-31	$1,415,048	6,261	+0.7%	Shares	Sole	2022-01-24
2021-09-30	$1,360,127	6,220	+5.4%	Shares	Sole	2021-10-29
2021-06-30	$1,328,926	5,899	+6.6%	Shares	Sole	2021-08-02
2021-03-31	$1,184,932	5,535	-6.3%	Shares	Sole	2021-04-29
2020-12-31	$1,149,780	5,906	-1.4%	Shares	Sole	2021-01-21
2020-09-30	$920,954	5,988	-0.6%	Shares	Sole	2020-10-20
2020-06-30	$878,254	6,027	-21.7%	Shares	Sole	2020-07-20
2020-03-31	$888,426	7,696	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.