Sowell Financial Services LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1633697 NORTH LITTLE ROCK, AR

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,845,750

+$26,429 QoQ

Shares Held

7,047

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,845,750	7,047	-0.1%	Shares	Sole	2026-04-20
2025-12-31	$1,819,321	7,053	-77.6%	Shares	Sole	2026-01-21
2025-09-30	$8,022,025	31,548	+313.3%	Shares	Sole	2025-10-17
2025-06-30	$1,808,868	7,633	-0.3%	Shares	Sole	2025-07-14
2025-03-31	$1,697,718	7,656	-68.0%	Shares	Sole	2025-04-17
2024-09-30	$5,666,709	23,889	+103.5%	Shares	Sole	2024-10-04
2024-06-30	$2,559,353	11,738	-11.0%	Shares	Sole	2024-08-13
2024-03-31	$3,014,644	13,188	-24.1%	Shares	Sole	2024-05-03
2023-12-31	$3,707,888	17,381	-1.7%	Shares	Sole	2024-01-24
2023-09-30	$3,342,001	17,676	-9.3%	Shares	Sole	2023-11-08
2023-06-30	$3,877,957	19,498	-5.6%	Shares	Sole	2023-08-14
2023-03-31	$3,916,688	20,662	-39.7%	Shares	Sole	2023-05-12
2022-12-31	$6,285,327	34,245	+59.2%	Shares	Sole	2023-02-09
2022-09-30	$3,675,419	21,505	+21.5%	Shares	Sole	2022-11-15
2021-12-31	$3,998,794	17,693	-13.6%	Shares	Sole	2022-02-09
2021-09-30	$4,478,580	20,481	+3.7%	Shares	Sole	2021-11-04
2021-06-30	$4,447,477	19,742	-86.7%	Shares	Sole	2021-08-05
2021-03-31	$31,663,502	147,905	-8.9%	Shares	Sole	2021-05-07
2020-12-31	$31,591,891	162,276	-1.3%	Shares	Sole	2021-01-13
2020-09-30	$25,297,177	164,481	+10.9%	Shares	Sole	2020-11-12
2020-06-30	$21,604,447	148,260	+79.1%	Shares	Sole	2020-08-13
2020-03-31	$9,558,085	82,797	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.