Advisor OS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1767580 CHICAGO, IL

Position in VB

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

Position Value

$4,880,878

+$739,493 QoQ

Shares Held

18,635

+16.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,880,878	18,635	+16.1%	Shares	Sole	2026-05-08
2025-12-31	$4,141,385	16,055	+5.1%	Shares	Sole	2026-02-04
2025-09-30	$3,882,600	15,269	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$3,591,904	15,157	+12.0%	Shares	Sole	2025-08-14
2025-03-31	$3,000,274	13,530	+6.9%	Shares	Sole	2025-05-06
2024-12-31	$3,040,500	12,654	-50.3%	Shares	Sole	2025-02-05
2024-09-30	$6,038,652	25,457	-3.4%	Shares	Sole	2024-11-04
2024-06-30	$5,745,570	26,351	+17.6%	Shares	Sole	2024-08-05
2024-03-31	$5,122,012	22,407	+1.3%	Shares	Sole	2024-05-09
2023-12-31	$4,719,498	22,123	-2.5%	Shares	Sole	2024-02-08
2023-09-30	$4,288,860	22,684	-3.0%	Shares	Sole	2023-11-03
2023-06-30	$4,652,232	23,391	+8.5%	Shares	Sole	2023-08-08
2023-03-31	$4,085,584	21,553	-0.6%	Shares	Sole	2023-04-25
2022-12-31	$3,979,145	21,680	-9.2%	Shares	Sole	2023-02-01
2022-09-30	$4,078,594	23,864	+0.7%	Shares	Sole	2022-11-04
2022-06-30	$4,173,805	23,700	+2.3%	Shares	Sole	2022-08-02
2022-03-31	$4,922,174	23,161	-59.4%	Shares	Sole	2022-05-11
2021-12-31	$12,906,524	57,106	+12.2%	Shares	Sole	2022-02-04
2021-09-30	$11,124,614	50,874	-21.2%	Shares	Sole	2021-11-15
2021-06-30	$14,537,541	64,531	-25.5%	Shares	Sole	2021-08-10
2021-03-31	$18,555,166	86,674	+208.3%	Shares	Other	2021-05-13
2020-06-30	$4,096,043	28,109	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.