Ironwood Financial, llc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1630360 TUCSON, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,925,897

+$70,205 QoQ

Shares Held

7,353

+2.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.44%

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	$1,925,897	7,353	+2.2%	Shares	Sole	2026-04-16
2025-12-31	$1,855,692	7,194	+10.3%	Shares	Sole	2026-01-15
2025-09-30	$1,658,668	6,523	+1.3%	Shares	Sole	2025-10-22
2025-06-30	$1,526,388	6,441	0.0%	Shares	Sole	2025-07-23
2025-03-31	$1,428,291	6,441	-2.2%	Shares	Sole	2025-04-15
2024-12-31	$1,582,964	6,588	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$1,570,330	6,620	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,435,575	6,584	+1.4%	Shares	Sole	2024-07-19
2024-03-31	$1,483,549	6,490	+2.4%	Shares	Sole	2024-04-18
2023-12-31	$1,352,298	6,339	+36.9%	Shares	Sole	2024-01-19
2023-09-30	$875,205	4,629	+22.3%	Shares	Sole	2023-10-25
2023-06-30	$752,798	3,785	+8.6%	Shares	Sole	2023-07-20
2023-03-31	$660,427	3,484	+17.3%	Shares	Sole	2023-04-14
2022-12-31	$544,930	2,969	+23.9%	Shares	Sole	2023-02-14
2022-09-30	$409,671	2,397	+26.9%	Shares	Sole	2022-10-26
2022-06-30	$332,671	1,889	+29.6%	Shares	Sole	2022-07-29
2022-03-31	$309,641	1,457	-2.3%	Shares	Sole	2022-04-20
2021-12-31	$337,206	1,492	+18.4%	Shares	Sole	2022-01-28
2021-09-30	$275,524	1,260	0.0%	Shares	Sole	2021-11-02
2021-06-30	$283,852	1,260	+12.0%	Shares	Sole	2021-07-29
2021-03-31	$240,840	1,125	-1.3%	Shares	Sole	2021-04-28
2020-12-31	$221,935	1,140	-21.3%	Shares	Sole	2021-01-26
2020-09-30	$222,702	1,448	0.0%	Shares	Sole	2020-11-03
2020-06-30	$211,002	1,448	0.0%	Shares	Sole	2020-07-28
2020-03-31	$167,157	1,448	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.