Dynamic Advisor Solutions LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1599747 PHOENIX, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$8,329,841

+$143,282 QoQ

Shares Held

31,803

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 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	$8,329,841	31,803	+0.2%	Shares	Sole	2026-04-08
2025-12-31	$8,186,559	31,737	-4.8%	Shares	Sole	2026-01-09
2025-09-30	$8,473,372	33,323	-6.9%	Shares	Sole	2025-10-09
2025-06-30	$8,482,936	35,796	-10.3%	Shares	Sole	2025-07-09
2025-03-31	$8,846,051	39,892	-34.9%	Shares	Sole	2025-04-17
2024-09-30	$14,530,535	61,256	-4.1%	Shares	Sole	2024-10-07
2024-06-30	$13,933,628	63,904	+18.1%	Shares	Sole	2024-07-15
2024-03-31	$12,365,804	54,096	+1.2%	Shares	Sole	2024-04-12
2023-12-31	$11,408,461	53,478	+14.8%	Shares	Sole	2024-01-10
2023-09-30	$8,806,124	46,576	+45.4%	Shares	Sole	2023-10-11
2023-06-30	$6,370,446	32,030	+24.5%	Shares	Sole	2023-08-03
2023-03-31	$4,876,241	25,724	+251.8%	Shares	Sole	2023-04-11
2022-12-31	$1,342,228	7,313	-7.8%	Shares	Sole	2023-01-13
2022-09-30	$1,355,316	7,930	+2.5%	Shares	Sole	2022-10-20
2022-06-30	$1,362,739	7,738	+5.6%	Shares	Sole	2022-07-27
2022-03-31	$1,557,346	7,328	+18.0%	Shares	Sole	2022-04-11
2021-12-31	$1,403,748	6,211	-7.1%	Shares	Sole	2022-01-26
2021-09-30	$1,461,808	6,685	+30.0%	Shares	Sole	2021-10-28
2021-06-30	$1,158,615	5,143	+12.3%	Shares	Sole	2021-08-10
2021-03-31	$980,272	4,579	-81.3%	Shares	Sole	2021-04-27
2020-12-31	$4,755,059	24,425	+4.2%	Shares	Sole	2021-02-03
2020-09-30	$3,603,687	23,431	+1.5%	Shares	Sole	2020-10-27
2020-06-30	$3,363,509	23,082	+8.6%	Shares	Sole	2020-08-05
2020-03-31	$2,452,753	21,247	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.