Connecticut Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1689829 FARMINGTON, CT

Position in VB

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$37,258,120

-$1,383,563 QoQ

Shares Held

142,250

-5.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,258,120	142,250	-5.0%	Shares	Sole	2026-05-01
2025-12-31	$38,641,683	149,803	-3.9%	Shares	Sole	2026-02-12
2025-09-30	$39,656,237	155,955	-10.0%	Shares	Sole	2025-11-13
2025-06-30	$41,063,420	173,278	+18.4%	Shares	Sole	2025-08-14
2025-03-31	$32,442,912	146,304	+2.7%	Shares	Sole	2025-05-15
2024-09-30	$33,793,173	142,461	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$31,585,492	144,861	-1.9%	Shares	Sole	2024-08-13
2024-03-31	$33,767,314	147,720	-6.2%	Shares	Sole	2024-05-01
2023-12-31	$33,602,461	157,514	-3.8%	Shares	Sole	2024-02-06
2023-09-30	$30,944,141	163,665	+13.0%	Shares	Sole	2023-10-19
2023-06-30	$28,818,763	144,898	+18.6%	Shares	Sole	2023-07-25
2023-03-31	$23,163,284	122,195	+2.7%	Shares	Sole	2023-04-18
2022-12-31	$21,838,873	118,987	+7.5%	Shares	Sole	2023-01-17
2022-09-30	$18,910,849	110,648	-5.7%	Shares	Sole	2022-11-02
2022-06-30	$20,671,791	117,380	+1.8%	Shares	Sole	2022-07-12
2022-03-31	$24,513,119	115,345	+3.2%	Shares	Sole	2022-04-18
2021-12-31	$25,251,645	111,728	-3.9%	Shares	Sole	2022-01-24
2021-09-30	$25,420,606	116,251	+3.1%	Shares	Sole	2021-11-02
2021-06-30	$25,399,644	112,747	-2.7%	Shares	Sole	2021-07-29
2020-09-30	$17,826,035	115,904	+2.2%	Shares	Sole	2020-10-13
2020-03-31	$13,094,128	113,428	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.