Claro Advisors Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1764386 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$4,924,096

+$213,672 QoQ

Shares Held

18,800

+3.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 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	$4,924,096	18,800	+3.0%	Shares	Sole	2026-04-21
2025-12-31	$4,710,424	18,261	+3.6%	Shares	Sole	2026-02-17
2025-09-30	$4,481,939	17,626	-4.8%	Shares	Sole	2025-11-12
2025-06-30	$4,386,499	18,510	-7.6%	Shares	Sole	2025-08-05
2025-03-31	$4,443,204	20,037	+3.2%	Shares	Sole	2025-05-12
2024-12-31	$4,666,237	19,420	+4.4%	Shares	Sole	2025-01-13
2024-09-30	$4,413,292	18,605	+6.5%	Shares	Sole	2024-11-07
2024-06-30	$3,809,158	17,470	+16.7%	Shares	Sole	2024-07-31
2024-03-31	$3,423,363	14,976	-6.7%	Shares	Sole	2024-04-18
2023-12-31	$3,423,093	16,046	+0.9%	Shares	Sole	2024-01-22
2023-09-30	$3,006,213	15,900	+5.9%	Shares	Sole	2023-10-10
2023-06-30	$2,986,134	15,014	+12.9%	Shares	Sole	2023-08-08
2023-03-31	$2,520,768	13,298	-7.9%	Shares	Sole	2023-04-17
2022-12-31	$2,650,134	14,439	+36.2%	Shares	Sole	2023-03-13
2022-09-30	$1,811,987	10,602	0.0%	Shares	Sole	2022-11-18
2022-06-30	$1,867,118	10,602	+23.0%	Shares	Sole	2022-08-12
2022-03-31	$1,831,497	8,618	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,947,754	8,618	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$1,749,797	8,002	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$1,736,908	7,710	+28.9%	Shares	Sole	2021-08-13
2021-03-31	$1,280,198	5,980	+24.2%	Shares	Sole	2021-05-17
2020-12-31	$937,189	4,814	+137.7%	Shares	Sole	2021-02-12
2020-09-30	$311,445	2,025	-7.4%	Shares	Sole	2020-11-16
2020-06-30	$318,835	2,188	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.