Waldron Private Wealth LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1598180 BRIDGEVILLE, PA

Position in VB

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$4,382,969

-$824,267 QoQ

Shares Held

16,734

-17.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,382,969	16,734	-17.1%	Shares	Sole	2026-04-10
2025-12-31	$5,207,236	20,187	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$5,128,573	20,169	+12.2%	Shares	Sole	2025-10-30
2025-06-30	$4,258,293	17,969	-10.3%	Shares	Sole	2025-07-31
2025-03-31	$4,440,322	20,024	-4.5%	Shares	Sole	2025-05-08
2024-12-31	$5,039,152	20,972	+1.1%	Shares	Sole	2025-01-24
2024-09-30	$4,921,633	20,748	+31.1%	Shares	Sole	2024-10-21
2024-06-30	$3,451,573	15,830	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,618,579	15,830	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,377,013	15,830	0.0%	Shares	Sole	2024-08-29
2023-09-30	$2,992,978	15,830	+0.1%	Shares	Sole	2024-08-29
2023-06-30	$3,144,252	15,809	-24.0%	Shares	Sole	2024-08-29
2023-03-31	$3,942,089	20,796	-0.4%	Shares	Sole	2024-08-29
2022-12-31	$3,831,581	20,876	0.0%	Shares	Sole	2023-02-08
2022-09-30	$3,567,917	20,876	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$3,679,290	20,892	+0.5%	Shares	Sole	2022-08-03
2022-03-31	$4,416,378	20,781	+0.5%	Shares	Sole	2022-05-04
2021-12-31	$4,671,174	20,668	-9.7%	Shares	Sole	2022-02-02
2021-09-30	$5,004,262	22,885	+2291.3%	Shares	Sole	2021-11-02
2021-06-30	$215,592	957	0.0%	Shares	Sole	2021-08-06
2021-03-31	$204,874	957	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.