Klingman & Associates, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1662449 New York, NY

Position in VB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,740,468

+$32,767 QoQ

Shares Held

10,463

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.52%

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	$2,740,468	10,463	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$2,707,701	10,497	-1.8%	Shares	Sole	2026-01-29
2025-09-30	$2,716,981	10,685	0.0%	Shares	Sole	2025-10-27
2025-06-30	$2,532,131	10,685	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$2,364,963	10,665	-2.9%	Shares	Sole	2025-05-13
2024-12-31	$2,638,034	10,979	-0.8%	Shares	Sole	2025-01-31
2024-09-30	$2,626,389	11,072	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$2,421,770	11,107	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$2,567,522	11,232	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$2,385,882	11,184	-6.5%	Shares	Sole	2024-01-29
2023-09-30	$2,260,899	11,958	+1.4%	Shares	Sole	2023-10-30
2023-06-30	$2,345,509	11,793	+4.1%	Shares	Sole	2023-07-31
2023-03-31	$2,147,525	11,329	+3.7%	Shares	Sole	2023-05-03
2022-12-31	$2,005,908	10,929	+7.0%	Shares	Sole	2023-02-03
2022-09-30	$1,744,991	10,210	-2.3%	Shares	Sole	2022-10-28
2022-06-30	$1,841,053	10,454	+39.1%	Shares	Sole	2022-07-27
2022-03-31	$1,596,662	7,513	+1.2%	Shares	Sole	2022-05-06
2021-12-31	$1,677,898	7,424	0.0%	Shares	Sole	2022-01-31
2021-09-30	$1,623,406	7,424	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$1,677,660	7,447	-3.2%	Shares	Sole	2021-07-27
2021-03-31	$1,647,773	7,697	-2.2%	Shares	Sole	2021-04-29
2020-12-31	$1,531,547	7,867	0.0%	Shares	Sole	2021-02-09
2020-09-30	$1,209,944	7,867	+0.1%	Shares	Sole	2020-11-03
2020-06-30	$1,145,650	7,862	-2.2%	Shares	Sole	2020-08-04
2020-03-31	$928,022	8,039	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.