Great Point Wealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1760304 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$3,720,311

+$56,390 QoQ

Shares Held

14,204

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,720,311	14,204	0.0%	Shares	Sole	2026-04-27
2025-12-31	$3,663,921	14,204	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$3,621,710	14,243	+0.1%	Shares	Sole	2025-10-28
2025-03-31	$3,155,724	14,231	0.0%	Shares	Sole	2025-04-28
2024-12-31	$3,419,424	14,231	+0.3%	Shares	Sole	2025-01-24
2024-09-30	$3,366,484	14,192	0.0%	Shares	Sole	2024-10-18
2024-06-30	$3,094,423	14,192	0.0%	Shares	Sole	2024-07-29
2024-03-31	$3,244,149	14,192	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,027,579	14,192	0.0%	Shares	Sole	2024-01-22
2023-09-30	$2,683,281	14,192	0.0%	Shares	Sole	2023-10-13
2023-06-30	$2,822,646	14,192	+0.2%	Shares	Sole	2023-08-02
2023-03-31	$2,686,065	14,170	0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,600,761	14,170	0.0%	Shares	Sole	2023-02-07
2022-09-30	$2,421,794	14,170	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$2,491,780	14,149	+0.3%	Shares	Sole	2022-08-25
2022-03-31	$2,998,657	14,110	0.0%	Shares	Sole	2022-05-03
2021-12-31	$3,189,001	14,110	0.0%	Shares	Sole	2022-02-09
2021-09-30	$3,085,433	14,110	0.0%	Shares	Sole	2021-11-03
2021-06-30	$3,178,700	14,110	0.0%	Shares	Sole	2021-08-12
2021-03-31	$3,020,668	14,110	0.0%	Shares	Sole	2021-05-11
2020-12-31	$2,746,934	14,110	-0.2%	Shares	Sole	2021-01-29
2020-09-30	$2,175,347	14,144	0.0%	Shares	Sole	2020-10-23
2020-06-30	$2,061,063	14,144	+1.6%	Shares	Sole	2020-07-24
2020-03-31	$1,607,155	13,922	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.