Financial Insights, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1642058 TACOMA, WA

Position in VB

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$5,529,131

-$118,942 QoQ

Shares Held

21,110

-3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.30%

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	$5,529,131	21,110	-3.6%	Shares	Sole	2026-05-19
2025-12-31	$5,648,073	21,896	-0.7%	Shares	Sole	2026-04-01
2025-09-30	$5,606,874	22,050	-0.8%	Shares	Sole	2026-04-01
2025-06-30	$5,265,221	22,218	+7.4%	Shares	Sole	2025-07-22
2025-03-31	$4,586,898	20,685	+2.1%	Shares	Sole	2025-04-25
2024-12-31	$4,869,274	20,265	+2.6%	Shares	Sole	2025-03-05
2024-09-30	$4,683,237	19,743	+8.7%	Shares	Sole	2024-10-22
2024-06-30	$3,959,824	18,161	+14.3%	Shares	Sole	2024-07-16
2024-03-31	$3,632,066	15,889	-11.7%	Shares	Sole	2024-04-25
2023-12-31	$3,838,233	17,992	-8.0%	Shares	Sole	2024-01-25
2023-09-30	$3,698,965	19,564	-4.9%	Shares	Sole	2023-12-07
2023-06-30	$4,092,758	20,578	+20.7%	Shares	Sole	2024-01-25
2023-03-31	$3,231,050	17,045	+23.7%	Shares	Sole	2023-04-18
2022-12-31	$2,528,447	13,776	+53.7%	Shares	Sole	2023-02-10
2022-09-30	$1,531,695	8,962	+77.6%	Shares	Sole	2022-10-27
2022-06-30	$888,474	5,045	-7.9%	Shares	Sole	2022-08-03
2022-03-31	$1,164,184	5,478	+0.8%	Shares	Sole	2022-05-11
2021-12-31	$1,228,138	5,434	-2.8%	Shares	Sole	2022-02-09
2021-09-30	$1,223,021	5,593	-3.0%	Shares	Sole	2021-11-12
2021-06-30	$1,298,739	5,765	-2.6%	Shares	Sole	2021-08-12
2021-03-31	$1,267,353	5,920	+9.3%	Shares	Sole	2021-05-12
2020-12-31	$1,054,386	5,416	-1.7%	Shares	Sole	2021-02-05
2020-09-30	$847,130	5,508	-32.2%	Shares	Sole	2020-11-16
2020-06-30	$1,183,537	8,122	-9.3%	Shares	Sole	2020-08-20
2020-03-31	$1,033,649	8,954	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.