TRANSCEND CAPITAL ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1776082 MADISON, NJ

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,534,851

-$23,424 QoQ

Shares Held

5,860

-3.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

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	$1,534,851	5,860	-3.0%	Shares	Sole	2026-05-13
2025-12-31	$1,558,275	6,041	-47.6%	Shares	Sole	2026-01-23
2025-09-30	$2,930,322	11,524	-5.1%	Shares	Sole	2025-11-04
2025-06-30	$2,877,174	12,141	-3.9%	Shares	Sole	2025-08-01
2025-03-31	$2,802,254	12,637	+1.1%	Shares	Sole	2025-04-24
2024-12-31	$3,002,538	12,496	+31.7%	Shares	Sole	2025-02-03
2024-09-30	$2,250,885	9,489	+12.3%	Shares	Sole	2024-10-15
2024-06-30	$1,842,001	8,448	+3.5%	Shares	Sole	2024-07-02
2024-03-31	$1,865,980	8,163	+22.0%	Shares	Sole	2024-05-03
2023-12-31	$1,427,177	6,690	-18.1%	Shares	Sole	2024-02-05
2023-09-30	$1,543,756	8,165	+3.0%	Shares	Sole	2023-10-31
2023-06-30	$1,576,601	7,927	+0.3%	Shares	Sole	2023-07-13
2023-03-31	$1,498,850	7,907	-8.2%	Shares	Sole	2023-04-12
2022-12-31	$1,581,380	8,616	+6.7%	Shares	Sole	2023-01-20
2022-09-30	$1,379,756	8,073	-3.2%	Shares	Sole	2022-10-17
2022-06-30	$1,468,933	8,341	-3.4%	Shares	Sole	2022-07-12
2022-03-31	$1,834,897	8,634	+2.2%	Shares	Sole	2022-04-20
2021-12-31	$1,910,236	8,452	+1.6%	Shares	Sole	2022-01-20
2021-09-30	$1,818,678	8,317	-6.0%	Shares	Sole	2021-11-04
2021-06-30	$1,993,502	8,849	+90.6%	Shares	Sole	2021-08-13
2021-03-31	$993,759	4,642	+6.0%	Shares	Sole	2021-05-12
2020-12-31	$852,503	4,379	+4.7%	Shares	Sole	2021-02-12
2020-09-30	$643,191	4,182	-19.5%	Shares	Defined	2020-11-13
2020-03-31	$599,364	5,192	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.