Graves Light Lenhart Wealth, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1759803 HARRISONBURG, VA

Position in VB

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

Position Value

$2,932,456

+$76,950 QoQ

Shares Held

11,196

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.15%

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	$2,932,456	11,196	+1.1%	Shares	Sole	2026-04-08
2025-12-31	$2,855,506	11,070	+1.3%	Shares	Sole	2026-01-09
2025-09-30	$2,780,043	10,933	+2.4%	Shares	Sole	2025-10-07
2025-06-30	$2,529,761	10,675	0.0%	Shares	Sole	2025-07-09
2025-03-31	$2,367,181	10,675	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$2,558,501	10,648	0.0%	Shares	Sole	2025-01-14
2024-09-30	$2,525,812	10,648	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$2,431,582	11,152	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,549,235	11,152	-0.9%	Shares	Sole	2024-05-13
2023-12-31	$2,400,602	11,253	-1.6%	Shares	Sole	2024-05-13
2023-09-30	$2,162,204	11,436	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$2,268,738	11,407	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,162,310	11,407	+3.7%	Shares	Sole	2023-05-15
2022-12-31	$2,019,307	11,002	+11.6%	Shares	Sole	2023-02-14
2022-09-30	$1,684,659	9,857	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,701,927	9,664	+242.3%	Shares	Sole	2022-08-15
2022-03-31	$599,943	2,823	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$633,506	2,803	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$605,278	2,768	0.0%	Shares	Sole	2021-11-15
2021-06-30	$623,575	2,768	0.0%	Shares	Sole	2021-07-12
2021-03-31	$592,573	2,768	-1.0%	Shares	Sole	2021-04-09
2020-12-31	$544,325	2,796	-1.2%	Shares	Sole	2021-02-04
2020-09-30	$435,100	2,829	-0.4%	Shares	Sole	2020-11-10
2020-06-30	$413,699	2,839	+15.0%	Shares	Sole	2020-07-31
2020-03-31	$285,021	2,469	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.