Bogart Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1715740 MCLEAN, VA

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$227,870

-$66,966 QoQ

Shares Held

870

-23.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,870	870	-23.9%	Shares	Sole	2026-04-28
2025-12-31	$294,836	1,143	-11.0%	Shares	Sole	2026-01-30
2025-09-30	$326,495	1,284	+1.7%	Shares	Sole	2025-10-27
2025-06-30	$299,068	1,262	-6.7%	Shares	Sole	2025-07-30
2025-03-31	$300,027	1,353	-31.1%	Shares	Sole	2025-05-02
2024-12-31	$472,150	1,965	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$460,424	1,941	+0.6%	Shares	Sole	2024-10-23
2024-06-30	$420,817	1,930	-13.9%	Shares	Sole	2024-07-31
2024-03-31	$512,270	2,241	+1.6%	Shares	Sole	2024-04-25
2023-12-31	$470,605	2,206	-11.3%	Shares	Sole	2024-02-07
2023-09-30	$470,406	2,488	+10.4%	Shares	Sole	2023-10-30
2023-06-30	$448,298	2,254	-11.2%	Shares	Sole	2023-07-31
2023-03-31	$481,103	2,538	+0.5%	Shares	Sole	2023-04-21
2022-12-31	$463,622	2,526	-1.6%	Shares	Sole	2023-02-06
2022-09-30	$438,896	2,568	+37.5%	Shares	Sole	2022-11-03
2022-06-30	$328,973	1,868	+63.4%	Shares	Sole	2022-07-22
2022-03-31	$242,910	1,143	+147.9%	Shares	Sole	2022-04-22
2021-12-31	$104,190	461	-5.3%	Shares	Sole	2022-01-19
2021-09-30	$106,492	487	+0.2%	Shares	Sole	2021-10-15
2021-06-30	$109,486	486	+4.3%	Shares	Sole	2021-08-06
2021-03-31	$99,761	466	+81.3%	Shares	Sole	2021-04-16
2020-12-31	$50,032	257	0.0%	Shares	Sole	2021-01-14
2020-09-30	$39,526	257	-93.1%	Shares	Sole	2020-10-06
2020-06-30	$544,992	3,740	-49.6%	Shares	Sole	2020-07-08
2020-03-31	$857,142	7,425	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.