Winch Advisory Services, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1585822 Appleton, WI

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$33,263

+$504 QoQ

Shares Held

127

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

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	$33,263	127	0.0%	Shares	Sole	2026-04-30
2025-12-31	$32,759	127	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$32,039	126	0.0%	Shares	Sole	2025-11-12
2025-06-30	$29,859	126	-18.2%	Shares	Sole	2025-08-07
2025-03-31	$34,149	154	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$36,762	153	-22.7%	Shares	Sole	2025-01-14
2024-09-30	$46,967	198	+30.3%	Shares	Sole	2024-10-21
2024-06-30	$33,142	152	0.0%	Shares	Sole	2024-07-31
2024-03-31	$34,745	152	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$32,212	151	0.0%	Shares	Sole	2024-01-18
2023-09-30	$28,549	151	+0.7%	Shares	Sole	2023-11-06
2023-06-30	$29,833	150	+0.7%	Shares	Sole	2023-08-08
2023-03-31	$28,244	149	0.0%	Shares	Sole	2023-05-10
2022-12-31	$27,347	149	-83.6%	Shares	Sole	2023-01-26
2022-09-30	$155,699	911	+2.0%	Shares	Sole	2022-10-31
2022-06-30	$157,266	893	0.0%	Shares	Sole	2022-08-12
2022-03-31	$189,780	893	-20.8%	Shares	Sole	2022-04-26
2021-12-31	$254,713	1,127	+0.2%	Shares	Sole	2022-02-04
2021-09-30	$246,003	1,125	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$256,143	1,137	+723.9%	Shares	Sole	2021-08-05
2021-03-31	$29,543	138	0.0%	Shares	Sole	2021-05-03
2020-12-31	$26,865	138	+97.1%	Shares	Sole	2021-02-09
2020-09-30	$10,766	70	0.0%	Shares	Sole	2020-11-04
2020-06-30	$10,200	70	0.0%	Shares	Sole	2020-08-12
2020-03-31	$8,080	70	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.