Conservest Capital Advisors, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1705716 WYNNEWOOD, PA

Position in VB

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

Position Value

$850,716

-$142,133 QoQ

Shares Held

3,248

-15.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.22%

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	$850,716	3,248	-15.6%	Shares	Sole	2026-05-04
2025-12-31	$992,849	3,849	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$977,198	3,843	-1.4%	Shares	Sole	2025-11-17
2025-06-30	$923,748	3,898	-1.7%	Shares	Sole	2025-07-31
2025-03-31	$879,238	3,965	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$950,547	3,956	+0.6%	Shares	Sole	2025-02-05
2024-09-30	$932,946	3,933	0.0%	Shares	Sole	2024-10-29
2024-06-30	$857,551	3,933	0.0%	Shares	Sole	2024-08-08
2024-03-31	$899,044	3,933	-33.6%	Shares	Sole	2024-05-02
2023-12-31	$1,262,700	5,919	+34.7%	Shares	Sole	2024-02-05
2023-09-30	$830,773	4,394	+0.2%	Shares	Sole	2023-11-07
2023-06-30	$871,933	4,384	+5.5%	Shares	Sole	2023-07-27
2023-03-31	$787,811	4,156	+14.8%	Shares	Sole	2023-05-15
2022-12-31	$664,598	3,621	+37.5%	Shares	Sole	2023-01-19
2022-09-30	$443,853	2,597	—	Principal	Other	2022-10-13
2022-06-30	$463,873	2,634	+3.3%	Shares	Sole	2022-07-13
2022-03-31	$541,926	2,550	+0.2%	Shares	Sole	2022-04-12
2021-12-31	$575,421	2,546	+0.3%	Shares	Sole	2022-01-18
2021-09-30	$555,203	2,539	+0.2%	Shares	Sole	2021-10-13
2021-06-30	$571,084	2,535	-0.7%	Shares	Sole	2021-07-29
2021-03-31	$546,546	2,553	-1.0%	Shares	Sole	2021-04-22
2020-12-31	$502,079	2,579	+0.4%	Shares	Sole	2021-01-13
2020-09-30	$394,958	2,568	+0.1%	Shares	Sole	2020-10-09
2020-06-30	$373,917	2,566	0.0%	Shares	Sole	2020-07-14
2020-03-31	$296,219	2,566	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.