TPG Financial Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1706669 PORTLAND, OR

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,032,499

-$70,567 QoQ

Shares Held

7,760

-4.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

9.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,032,499	7,760	-4.8%	Shares	Sole	2026-05-08
2025-12-31	$2,103,066	8,153	+3.1%	Shares	Sole	2026-02-06
2025-09-30	$2,010,337	7,906	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$1,883,517	7,948	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$1,770,673	7,985	+23.5%	Shares	Sole	2025-04-16
2024-12-31	$1,553,169	6,464	+127.7%	Shares	Sole	2025-01-13
2024-09-30	$673,439	2,839	+7.7%	Shares	Sole	2024-10-16
2024-06-30	$574,535	2,635	+6.1%	Shares	Sole	2024-10-16
2023-12-31	$529,911	2,484	+1.4%	Shares	Sole	2024-01-10
2023-09-30	$463,032	2,449	-25.9%	Shares	Sole	2023-10-17
2023-06-30	$657,729	3,307	+8.5%	Shares	Sole	2023-07-14
2023-03-31	$577,778	3,048	-0.2%	Shares	Sole	2023-04-05
2022-12-31	$560,714	3,055	+43.5%	Shares	Sole	2023-01-30
2022-09-30	$363,867	2,129	+4.2%	Shares	Sole	2022-10-11
2022-06-30	$359,792	2,043	+2.6%	Shares	Sole	2022-07-29
2022-03-31	$423,127	1,991	-4.5%	Shares	Sole	2022-07-29
2021-12-31	$471,230	2,085	-54.8%	Shares	Sole	2022-07-29
2021-09-30	$1,008,943	4,614	+1.9%	Shares	Sole	2022-07-29
2021-06-30	$1,019,842	4,527	-13.0%	Shares	Sole	2022-07-29
2021-03-31	$1,114,500	5,206	-9.4%	Shares	Sole	2022-07-29
2020-12-31	$1,119,215	5,749	+13.3%	Shares	Sole	2022-07-29
2020-09-30	$780,073	5,072	-7.3%	Shares	Sole	2022-07-29
2020-06-30	$797,671	5,474	+6.2%	Shares	Sole	2022-07-29
2020-03-31	$594,862	5,153	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.