Kingsview Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1791965 GRANTS PASS, OR

Position in VB

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

Position Value

$4,552,955

+$619,992 QoQ

Shares Held

17,383

+14.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,552,955	17,383	+14.0%	Shares	Sole	2026-05-12
2025-12-31	$3,932,963	15,247	+18.4%	Shares	Sole	2026-02-09
2025-09-30	$3,275,634	12,882	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$2,934,286	12,382	-13.8%	Shares	Sole	2025-08-08
2025-03-31	$3,184,773	14,362	-8.1%	Shares	Sole	2025-05-02
2024-12-31	$3,753,173	15,620	+12.4%	Shares	Sole	2025-01-28
2024-09-30	$3,296,744	13,898	+5.6%	Shares	Sole	2024-11-12
2024-06-30	$2,870,060	13,163	+87.6%	Shares	Sole	2024-08-14
2024-03-31	$1,603,787	7,016	+10.0%	Shares	Sole	2024-05-09
2023-12-31	$1,360,192	6,376	-53.0%	Shares	Sole	2024-02-08
2023-09-30	$2,562,465	13,553	+117.3%	Shares	Sole	2023-11-07
2023-06-30	$1,240,278	6,236	+11.0%	Shares	Sole	2023-08-10
2023-03-31	$1,065,327	5,620	-15.0%	Shares	Sole	2023-05-15
2022-12-31	$1,213,933	6,614	+67.6%	Shares	Sole	2023-02-13
2022-09-30	$674,410	3,946	+20.9%	Shares	Sole	2022-11-15
2022-06-30	$574,999	3,265	+11.2%	Shares	Sole	2022-08-16
2022-03-31	$623,746	2,935	+6.4%	Shares	Sole	2024-02-08
2021-12-31	$623,335	2,758	+26.4%	Shares	Sole	2022-02-17
2021-09-30	$477,137	2,182	-5.0%	Shares	Sole	2021-12-03
2021-06-30	$517,693	2,298	+17.4%	Shares	Sole	2021-08-17
2021-03-31	$419,168	1,958	+0.1%	Shares	Sole	2021-05-24
2020-12-31	$380,794	1,956	-0.7%	Shares	Sole	2021-02-16
2020-09-30	$302,832	1,969	-80.1%	Shares	Sole	2020-11-19
2020-06-30	$1,441,899	9,895	+446.1%	Shares	Sole	2020-08-14
2020-03-31	$209,177	1,812	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.