MONEYWISE, INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1703080 FOREST, VA

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,470,167

-$140,802 QoQ

Shares Held

9,431

-6.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,470,167	9,431	-6.8%	Shares	Sole	2026-04-27
2025-12-31	$2,610,969	10,122	+115.8%	Shares	Sole	2026-02-05
2025-09-30	$1,192,827	4,691	-4.2%	Shares	Sole	2025-10-24
2025-06-30	$1,160,965	4,899	-62.5%	Shares	Sole	2025-07-16
2025-03-31	$2,896,942	13,064	+160.9%	Shares	Sole	2025-04-23
2024-12-31	$1,203,322	5,008	-3.9%	Shares	Sole	2025-01-27
2024-09-30	$1,235,626	5,209	-7.2%	Shares	Sole	2024-10-21
2024-06-30	$1,224,512	5,616	-1.9%	Shares	Sole	2024-07-18
2024-03-31	$1,309,134	5,727	-4.8%	Shares	Sole	2024-04-22
2023-12-31	$1,283,393	6,016	-5.2%	Shares	Sole	2024-01-29
2023-09-30	$1,199,649	6,345	-14.2%	Shares	Sole	2023-10-23
2023-06-30	$1,470,592	7,394	-2.7%	Shares	Sole	2023-07-24
2023-03-31	$1,440,087	7,597	+10.1%	Shares	Sole	2023-04-21
2022-12-31	$1,266,058	6,898	+1.3%	Shares	Sole	2023-01-30
2022-09-30	$1,163,384	6,807	+1.2%	Shares	Sole	2022-11-03
2022-06-30	$1,184,515	6,726	+0.9%	Shares	Sole	2022-08-02
2022-03-31	$1,416,233	6,664	-1.3%	Shares	Sole	2022-04-20
2021-12-31	$1,526,245	6,753	-12.5%	Shares	Sole	2022-01-12
2021-09-30	$1,686,820	7,714	+9.0%	Shares	Sole	2021-10-12
2021-06-30	$1,594,982	7,080	-10.0%	Shares	Sole	2021-07-22
2021-03-31	$1,685,023	7,871	-0.1%	Shares	Sole	2021-04-14
2020-12-31	$1,533,689	7,878	-2.7%	Shares	Sole	2021-01-15
2020-09-30	$1,245,164	8,096	-1.6%	Shares	Sole	2020-10-13
2020-06-30	$1,198,547	8,225	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.