Evanson Asset Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1626379 CARMEL, CA

Position in VB

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

Position Value

$4,366,206

+$196,445 QoQ

Shares Held

16,670

+3.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.71%

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	$4,366,206	16,670	+3.1%	Shares	Sole	2026-04-08
2025-12-31	$4,169,761	16,165	+9.8%	Shares	Sole	2026-01-12
2025-09-30	$3,743,255	14,721	-2.2%	Shares	Sole	2025-10-14
2025-06-30	$3,568,444	15,058	+72.8%	Shares	Sole	2025-07-15
2025-03-31	$1,932,551	8,715	+8.7%	Shares	Sole	2025-04-22
2024-12-31	$1,926,084	8,016	+38.0%	Shares	Sole	2025-01-16
2024-09-30	$1,377,715	5,808	+6.0%	Shares	Sole	2024-10-07
2024-06-30	$1,194,859	5,480	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,252,673	5,480	-2.5%	Shares	Sole	2024-04-12
2023-12-31	$1,198,914	5,620	+0.2%	Shares	Sole	2024-01-18
2023-09-30	$1,059,926	5,606	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$1,114,181	5,602	-9.8%	Shares	Sole	2023-07-11
2023-03-31	$1,177,736	6,213	+0.2%	Shares	Sole	2023-04-13
2022-12-31	$1,138,498	6,203	-4.3%	Shares	Sole	2023-01-26
2022-09-30	$1,108,351	6,485	-11.5%	Shares	Sole	2022-10-12
2022-06-30	$1,290,357	7,327	-9.7%	Shares	Sole	2022-07-13
2022-03-31	$1,725,024	8,117	+4.0%	Shares	Sole	2022-04-11
2021-12-31	$1,764,234	7,806	-31.4%	Shares	Sole	2022-01-19
2021-09-30	$2,489,995	11,387	-4.7%	Shares	Sole	2021-10-13
2021-06-30	$2,690,744	11,944	+17.7%	Shares	Sole	2021-07-14
2021-03-31	$2,171,627	10,144	-2.1%	Shares	Sole	2021-04-23
2020-12-31	$2,016,495	10,358	+11.8%	Shares	Sole	2021-01-22
2020-09-30	$1,424,649	9,263	+4.1%	Shares	Sole	2020-10-13
2020-06-30	$1,296,908	8,900	+32.0%	Shares	Sole	2020-07-13
2020-03-31	$778,527	6,744	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.