INSPIRION WEALTH ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1633448 LIBERTYVILLE, IL

Position in VB

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

Position Value

$22,578,027

+$5,302,858 QoQ

Shares Held

86,202

+28.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

10.97%

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	$22,578,027	86,202	+28.7%	Shares	Sole	2026-04-08
2025-12-31	$17,275,169	66,971	+2973.5%	Shares	Sole	2026-01-09
2025-09-30	$554,076	2,179	-53.3%	Shares	Sole	2025-10-06
2025-06-30	$1,105,274	4,664	+113.7%	Shares	Sole	2025-07-09
2025-03-31	$484,080	2,183	-1.1%	Shares	Sole	2025-04-09
2024-12-31	$530,538	2,208	+1.3%	Shares	Sole	2025-01-15
2024-09-30	$516,880	2,179	-0.5%	Shares	Sole	2024-10-04
2024-06-30	$477,725	2,191	-2.0%	Shares	Sole	2024-07-12
2024-03-31	$510,898	2,235	+35.4%	Shares	Sole	2024-04-12
2023-12-31	$352,207	1,651	-0.6%	Shares	Sole	2024-01-10
2023-09-30	$314,045	1,661	-1.7%	Shares	Sole	2023-10-13
2023-06-30	$335,925	1,689	-3.0%	Shares	Sole	2023-07-20
2023-03-31	$330,213	1,742	-0.5%	Shares	Sole	2023-04-07
2022-12-31	$321,195	1,750	-2.6%	Shares	Sole	2023-01-18
2022-09-30	$307,125	1,797	0.0%	Shares	Sole	2022-10-19
2022-06-30	$316,469	1,797	0.0%	Shares	Sole	2022-07-27
2022-03-31	$381,898	1,797	+0.6%	Shares	Sole	2022-04-14
2021-12-31	$403,879	1,787	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$390,107	1,784	-3.4%	Shares	Sole	2021-10-08
2021-06-30	$416,092	1,847	0.0%	Shares	Sole	2021-07-16
2021-03-31	$395,405	1,847	-4.9%	Shares	Sole	2021-04-15
2020-12-31	$378,068	1,942	-0.6%	Shares	Sole	2021-01-22
2020-09-30	$300,371	1,953	-0.8%	Shares	Sole	2020-10-14
2020-06-30	$286,922	1,969	-1.1%	Shares	Sole	2020-07-09
2020-03-31	$229,725	1,990	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.