Schneider Downs Wealth Management Advisors, LP

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1665359 Pittsburgh, PA

Position in VB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,117,623

+$16,105 QoQ

Shares Held

8,085

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.86%

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	$2,117,623	8,085	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$2,101,518	8,147	+2.2%	Shares	Sole	2026-02-12
2025-09-30	$2,026,865	7,971	-3.2%	Shares	Sole	2025-11-17
2025-06-30	$1,950,819	8,232	+257.0%	Shares	Sole	2025-07-31
2025-03-31	$511,355	2,306	0.0%	Shares	Sole	2025-05-13
2024-12-31	$554,085	2,306	-7.2%	Shares	Sole	2025-02-05
2024-09-30	$589,466	2,485	-3.8%	Shares	Sole	2024-11-06
2024-06-30	$563,197	2,583	-16.6%	Shares	Sole	2024-08-07
2024-03-31	$707,714	3,096	+8.6%	Shares	Sole	2024-05-08
2023-12-31	$607,990	2,850	+13.3%	Shares	Sole	2024-02-09
2023-09-30	$475,511	2,515	-22.3%	Shares	Sole	2023-11-06
2023-06-30	$643,409	3,235	-12.2%	Shares	Sole	2023-07-31
2023-03-31	$698,718	3,686	-5.0%	Shares	Sole	2023-05-04
2022-12-31	$712,135	3,880	+13.5%	Shares	Sole	2023-02-01
2022-09-30	$584,341	3,419	0.0%	Shares	Sole	2022-10-26
2022-06-30	$602,120	3,419	+1.6%	Shares	Sole	2022-07-13
2022-03-31	$715,129	3,365	0.0%	Shares	Sole	2022-05-02
2021-12-31	$760,523	3,365	-29.2%	Shares	Sole	2022-01-31
2021-09-30	$1,039,775	4,755	+11.3%	Shares	Sole	2021-10-14
2021-06-30	$962,170	4,271	-2.2%	Shares	Sole	2021-07-20
2021-03-31	$935,315	4,369	-1.4%	Shares	Sole	2021-04-26
2020-12-31	$862,821	4,432	0.0%	Shares	Sole	2021-01-21
2020-09-30	$681,641	4,432	+1.7%	Shares	Sole	2020-10-14
2020-06-30	$635,047	4,358	-4.4%	Shares	Sole	2020-07-15
2020-03-31	$526,175	4,558	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.