Tower View Wealth Management LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1729045 SHOREWOOD, WI

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$41,121

+$881 QoQ

Shares Held

157

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

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	$41,121	157	+0.6%	Shares	Sole	2026-04-20
2025-12-31	$40,240	156	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$39,413	155	0.0%	Shares	Sole	2025-10-16
2025-06-30	$36,731	155	-20.5%	Shares	Sole	2025-07-21
2025-03-31	$43,241	195	0.0%	Shares	Sole	2025-04-22
2024-12-31	$46,854	195	+1.0%	Shares	Sole	2025-02-05
2024-09-30	$45,781	193	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$41,863	192	-88.1%	Shares	Sole	2024-07-26
2024-03-31	$370,315	1,620	+0.3%	Shares	Sole	2024-04-29
2023-12-31	$344,527	1,615	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$304,213	1,609	+0.5%	Shares	Sole	2023-10-31
2023-06-30	$318,422	1,601	-32.8%	Shares	Sole	2023-07-31
2023-03-31	$451,342	2,381	+10.3%	Shares	Sole	2023-05-16
2022-12-31	$396,262	2,159	+12.6%	Shares	Sole	2023-02-13
2022-09-30	$327,805	1,918	+6.6%	Shares	Sole	2022-11-15
2022-06-30	$316,821	1,799	+22.5%	Shares	Sole	2022-08-08
2022-03-31	$311,979	1,468	+79.9%	Shares	Sole	2022-05-13
2021-12-31	$184,424	816	+13.6%	Shares	Sole	2022-02-03
2021-09-30	$157,005	718	-2.4%	Shares	Sole	2021-11-08
2021-06-30	$165,806	736	+0.3%	Shares	Sole	2021-07-28
2021-03-31	$157,134	734	-12.1%	Shares	Sole	2021-04-23
2020-12-31	$162,557	835	+15.0%	Shares	Sole	2021-01-26
2020-09-30	$111,658	726	0.0%	Shares	Sole	2020-10-19
2020-06-30	$105,792	726	-93.4%	Shares	Sole	2020-08-03
2020-03-31	$1,278,959	11,079	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.