LIBERTY WEALTH MANAGEMENT LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1769302 OAKLAND, CA

Position in VB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,215,832

-$86,041 QoQ

Shares Held

4,642

-8.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 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	$1,215,832	4,642	-8.0%	Shares	Sole	2026-05-12
2025-12-31	$1,301,873	5,047	-4.8%	Shares	Sole	2026-02-04
2025-09-30	$1,347,429	5,299	+2.4%	Shares	Sole	2025-10-31
2025-06-30	$1,226,134	5,174	-43.9%	Shares	Sole	2025-08-01
2025-03-31	$2,044,756	9,221	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$2,211,056	9,202	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$2,264,169	9,545	+1.9%	Shares	Sole	2024-11-04
2024-06-30	$2,041,508	9,363	+2.2%	Shares	Sole	2024-08-07
2024-03-31	$2,093,198	9,157	+1990.6%	Shares	Sole	2024-05-03
2023-12-31	$1,931	438	-95.2%	Shares	Sole	2024-02-09
2023-09-30	$1,731,881	9,160	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$1,835,158	9,227	+3.7%	Shares	Sole	2023-08-10
2023-03-31	$1,686,515	8,897	-12.2%	Shares	Sole	2023-05-03
2022-09-30	$1,732,001	10,134	-1.2%	Shares	Sole	2022-11-15
2022-06-30	$1,805,655	10,253	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$2,160,265	10,165	-0.3%	Shares	Sole	2022-05-09
2021-12-31	$2,277,502	10,077	—	Principal	Sole	2022-02-15
2021-09-30	$2,229,995	10,198	+24.1%	Shares	Sole	2021-11-15
2021-06-30	$1,819,910	8,217	-18.2%	Shares	Sole	2021-08-13
2021-03-31	$2,151,718	10,051	0.0%	Shares	Sole	2021-05-17
2020-12-31	$1,956,728	10,051	+5.2%	Shares	Sole	2021-02-09
2020-09-30	$1,470,020	9,558	+0.9%	Shares	Sole	2020-11-05
2020-06-30	$1,380,551	9,474	+26.6%	Shares	Sole	2020-08-04
2020-03-31	$864,068	7,485	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.