IFP Advisors, Inc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1641866 TAMPA, FL

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$8,991,189

-$107,481 QoQ

Shares Held

34,328

-2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,991,189	34,328	-2.7%	Shares	Sole	2026-04-13
2025-12-31	$9,098,670	35,273	+6.0%	Shares	Sole	2026-02-06
2025-09-30	$8,463,964	33,286	+6.3%	Shares	Sole	2026-02-06
2025-06-30	$7,421,502	31,317	-4.5%	Shares	Sole	2025-07-24
2025-03-31	$7,270,073	32,785	+16.7%	Shares	Sole	2025-05-05
2024-12-31	$6,748,023	28,084	+117.6%	Shares	Sole	2025-02-04
2024-09-30	$3,060,957	12,904	-2.7%	Shares	Sole	2025-02-04
2024-06-30	$2,890,556	13,257	+8.4%	Shares	Sole	2024-07-30
2024-03-31	$2,796,798	12,235	-5.6%	Shares	Sole	2024-07-30
2023-12-31	$2,764,543	12,959	-17.0%	Shares	Sole	2024-01-09
2023-09-30	$2,951,571	15,611	+6.4%	Shares	Sole	2023-10-12
2023-06-30	$2,917,716	14,670	+0.0%	Shares	Sole	2023-08-04
2023-03-31	$2,779,518	14,663	-54.7%	Shares	Sole	2023-04-18
2022-12-31	$3,970	32,345	+29.3%	Shares	Sole	2023-02-07
2022-09-30	$4,276,168	25,020	+21.8%	Shares	Sole	2022-11-08
2022-06-30	$3,616,771	20,537	+88.6%	Shares	Sole	2022-09-06
2022-03-31	$2,314,555	10,891	+2.7%	Shares	Sole	2022-08-08
2021-12-31	$2,396,610	10,604	+6.1%	Shares	Sole	2022-01-12
2021-09-30	$2,185,387	9,994	-7.0%	Shares	Sole	2021-10-06
2021-06-30	$2,419,957	10,742	+0.5%	Shares	Sole	2021-07-13
2021-03-31	$2,288,515	10,690	+16.2%	Shares	Sole	2021-04-30
2020-12-31	$1,790,471	9,197	+18.2%	Shares	Sole	2021-01-25
2020-09-30	$1,196,410	7,779	+6.4%	Shares	Sole	2020-10-29
2020-06-30	$1,064,921	7,308	+3.8%	Shares	Sole	2020-08-05
2020-03-31	$813,043	7,043	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.