Ranch Capital Advisors Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1793269 SARASOTA, FL

Position in VB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,175,235

+$53,927 QoQ

Shares Held

4,487

+3.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,175,235	4,487	+3.2%	Shares	Sole	2026-05-06
2025-12-31	$1,121,308	4,347	+1.8%	Shares	Sole	2026-02-05
2025-09-30	$1,085,775	4,270	-4.2%	Shares	Sole	2025-11-14
2025-06-30	$1,056,219	4,457	+2.1%	Shares	Sole	2025-07-31
2025-03-31	$967,717	4,364	-11.9%	Shares	Sole	2025-05-09
2024-12-31	$1,189,866	4,952	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,174,426	4,951	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$1,088,237	4,991	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$1,094,946	4,790	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$1,015,024	4,758	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$896,002	4,739	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$938,363	4,718	+0.5%	Shares	Sole	2023-08-11
2023-03-31	$890,173	4,696	+1.9%	Shares	Sole	2023-05-12
2022-12-31	$845,568	4,607	-4.3%	Shares	Sole	2023-02-10
2022-09-30	$822,760	4,814	+0.4%	Shares	Sole	2022-11-10
2022-06-30	$844,095	4,793	-44.9%	Shares	Sole	2022-08-10
2022-03-31	$1,847,223	8,692	-7.9%	Shares	Sole	2022-05-12
2021-12-31	$2,133,986	9,442	+3.1%	Shares	Sole	2022-02-08
2021-09-30	$2,001,705	9,154	+10.2%	Shares	Sole	2021-11-15
2021-06-30	$1,870,950	8,305	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,777,720	8,304	+6.2%	Shares	Sole	2021-05-17
2020-12-31	$1,522,397	7,820	+10.5%	Shares	Sole	2021-02-16
2020-09-30	$1,088,288	7,076	+3.1%	Shares	Sole	2020-11-16
2020-06-30	$1,000,513	6,866	+13912.2%	Shares	Sole	2020-08-12
2020-03-31	$5,656	49	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.