Bryn Mawr Trust Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1700481 PHILADELPHIA, PA

Position in VB

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

Position Value

$737,304

+$15,302 QoQ

Shares Held

2,815

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$737,304	2,815	+0.6%	Shares	Sole	2026-05-04
2025-12-31	$722,002	2,799	-8.9%	Shares	Sole	2026-02-04
2025-09-30	$781,148	3,072	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$732,742	3,092	-4.1%	Shares	Sole	2025-08-06
2025-03-31	$715,143	3,225	-40.2%	Shares	Sole	2025-05-02
2024-12-31	$1,295,589	5,392	-7.2%	Shares	Sole	2025-02-05
2024-09-30	$1,378,664	5,812	0.0%	Shares	Sole	2024-10-25
2024-06-30	$1,267,248	5,812	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$1,330,850	5,822	-0.3%	Shares	Sole	2024-05-02
2023-12-31	$1,245,633	5,839	-3.6%	Shares	Sole	2024-02-02
2023-09-30	$1,145,575	6,059	-4.1%	Shares	Sole	2023-11-08
2023-06-30	$1,256,388	6,317	0.0%	Shares	Sole	2023-08-11
2023-03-31	$1,197,450	6,317	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$1,145,473	6,241	+133.1%	Shares	Sole	2023-02-10
2022-09-30	$457,526	2,677	0.0%	Shares	Sole	2022-11-04
2022-06-30	$471,446	2,677	+2.7%	Shares	Sole	2022-08-10
2022-03-31	$553,827	2,606	-2.7%	Shares	Sole	2022-05-13
2021-12-31	$605,480	2,679	0.0%	Shares	Sole	2022-02-10
2021-09-30	$585,816	2,679	0.0%	Shares	Sole	2021-11-12
2021-06-30	$603,525	2,679	0.0%	Shares	Sole	2021-08-10
2021-03-31	$573,520	2,679	+4.6%	Shares	Sole	2021-05-11
2020-12-31	$498,575	2,561	+1.5%	Shares	Sole	2021-02-02
2020-09-30	$387,883	2,522	0.0%	Shares	Sole	2020-11-09
2020-06-30	$367,505	2,522	-2.9%	Shares	Sole	2020-08-07
2020-03-31	$299,913	2,598	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.