Glassman Wealth Services

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1642160 VIENNA, VA

Position in VB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$963,865

+$14,609 QoQ

Shares Held

3,680

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.66%

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	$963,865	3,680	0.0%	Shares	Sole	2026-05-04
2025-12-31	$949,256	3,680	+7.9%	Shares	Sole	2026-01-28
2025-09-30	$867,603	3,412	+12.0%	Shares	Sole	2025-11-10
2025-06-30	$721,841	3,046	0.0%	Shares	Sole	2025-08-08
2025-03-31	$675,450	3,046	0.0%	Shares	Sole	2025-05-08
2024-12-31	$731,892	3,046	0.0%	Shares	Sole	2025-02-05
2024-09-30	$722,541	3,046	0.0%	Shares	Sole	2024-11-12
2024-06-30	$664,149	3,046	+4.1%	Shares	Sole	2024-08-06
2024-03-31	$668,854	2,926	-4.1%	Shares	Sole	2024-05-03
2023-12-31	$650,869	3,051	+270.3%	Shares	Sole	2024-02-12
2023-09-30	$155,793	824	0.0%	Shares	Sole	2023-11-14
2023-06-30	$163,885	824	-18.1%	Shares	Sole	2023-08-08
2023-03-31	$190,697	1,006	+7.9%	Shares	Sole	2023-05-04
2022-12-31	$171,059	932	+19.0%	Shares	Sole	2023-02-06
2022-09-30	$133,822	783	+15.7%	Shares	Sole	2022-11-09
2022-06-30	$119,226	677	0.0%	Shares	Sole	2022-08-04
2022-03-31	$143,876	677	+3.5%	Shares	Sole	2022-08-23
2021-12-31	$147,810	654	-3.4%	Shares	Sole	2022-02-14
2021-09-30	$148,039	677	0.0%	Shares	Sole	2021-11-10
2021-06-30	$152,514	677	0.0%	Shares	Sole	2021-08-04
2021-03-31	$144,932	677	+3.5%	Shares	Sole	2021-05-05
2020-12-31	$127,320	654	0.0%	Shares	Sole	2021-02-04
2020-09-30	$100,585	654	0.0%	Shares	Sole	2020-11-09
2020-06-30	$95,300	654	0.0%	Shares	Sole	2020-08-06
2020-03-31	$75,497	654	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.