Jackson, Grant Investment Advisers, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1650300 STAMFORD, CT

Position in VB

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

Position Value

$56,312

+$1,111 QoQ

Shares Held

215

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,312	215	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$55,201	214	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$54,161	213	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$50,239	212	0.0%	Shares	Sole	2025-07-17
2025-03-31	$47,011	212	+0.5%	Shares	Sole	2025-05-06
2024-12-31	$50,699	211	0.0%	Shares	Sole	2025-01-27
2024-09-30	$50,051	211	+1.0%	Shares	Sole	2024-10-17
2024-06-30	$45,570	209	0.0%	Shares	Sole	2024-07-16
2024-03-31	$47,775	209	0.0%	Shares	Sole	2024-05-08
2023-12-31	$44,585	209	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$39,326	208	+0.5%	Shares	Sole	2023-10-13
2023-06-30	$41,170	207	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$39,049	206	+0.5%	Shares	Sole	2023-05-02
2022-12-31	$37,625	205	+0.5%	Shares	Sole	2023-01-26
2022-09-30	$34,865	204	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$35,750	203	0.0%	Shares	Sole	2022-08-04
2022-03-31	$43,141	203	+1.0%	Shares	Sole	2022-04-28
2021-09-30	$43,952	201	0.0%	Shares	Sole	2021-10-13
2021-06-30	$45,281	201	+55.8%	Shares	Sole	2021-07-15
2021-03-31	$27,616	129	0.0%	Shares	Sole	2021-04-22
2020-12-31	$25,113	129	+0.8%	Shares	Sole	2021-03-03
2020-09-30	$19,686	128	+0.8%	Shares	Sole	2020-11-12
2020-06-30	$18,506	127	0.0%	Shares	Sole	2020-08-14
2020-03-31	$14,660	127	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.