SVB WEALTH LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1626116 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$2,165,030

-$421,176 QoQ

Shares Held

8,266

-17.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 61% Shared 0% None 39%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,165,030	8,266	-17.6%	Shares	Sole	2026-04-17
2025-12-31	$2,586,206	10,026	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$2,547,630	10,019	-19.9%	Shares	Sole	2025-11-06
2025-06-30	$2,964,382	12,509	-55.2%	Shares	Sole	2025-08-14
2024-12-31	$6,708,136	27,918	+0.7%	Shares	Sole	2025-02-05
2024-06-30	$6,045,594	27,727	-30.1%	Shares	Sole	2024-08-06
2024-03-31	$9,061,764	39,642	+28.5%	Shares	Sole	2024-05-15
2023-12-31	$6,578,883	30,839	-5.0%	Shares	Sole	2024-01-30
2023-09-30	$6,137,968	32,464	-11.5%	Shares	Sole	2023-10-23
2023-06-30	$7,298,068	36,694	-39.7%	Shares	Sole	2023-07-24
2023-03-31	$11,544,203	60,900	-9.4%	Shares	Sole	2023-05-12
2022-12-31	$12,333,887	67,200	+25.5%	Shares	Sole	2023-02-10
2022-09-30	$9,152,058	53,549	+33.9%	Shares	Sole	2022-11-09
2022-06-30	$7,041,757	39,985	-10.5%	Shares	Sole	2022-08-16
2022-03-31	$9,496,243	44,684	-2.9%	Shares	Sole	2022-05-13
2021-12-31	$10,397,815	46,006	-66.6%	Shares	Sole	2022-02-15
2021-09-30	$30,130,538	137,790	+7.5%	Shares	Sole	2021-11-09
2021-06-30	$28,884,950	128,218	+4.7%	Shares	Sole	2021-08-13
2021-03-31	$26,220,518	122,480	+8.0%	Shares	Sole	2021-05-11
2020-12-31	$22,068,145	113,356	+9.0%	Shares	Sole	2021-02-10
2020-09-30	$15,991,816	103,978	+12.3%	Shares	Sole	2020-11-10
2020-06-30	$13,490,757	92,580	+137.2%	Shares	Sole	2020-08-05
2020-03-31	$4,505,161	39,026	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.