XML Financial, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1800465 BETHESDA, MD

Position in VB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$5,435,101

+$157,960 QoQ

Shares Held

20,751

+1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 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	$5,435,101	20,751	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$5,277,141	20,458	+6.2%	Shares	Sole	2026-02-11
2025-09-30	$4,898,195	19,263	+246.6%	Shares	Sole	2025-10-20
2025-06-30	$1,317,134	5,558	+14.2%	Shares	Sole	2025-07-17
2025-03-31	$1,079,479	4,868	+23.9%	Shares	Sole	2025-04-22
2024-12-31	$943,819	3,928	+16.2%	Shares	Sole	2025-01-17
2024-09-30	$802,007	3,381	-0.5%	Shares	Sole	2024-11-01
2024-06-30	$740,681	3,397	-51.3%	Shares	Sole	2024-07-22
2024-03-31	$1,594,643	6,976	-1.5%	Shares	Sole	2024-05-15
2023-12-31	$1,511,016	7,083	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$1,394,391	7,375	+68.0%	Shares	Sole	2023-11-06
2023-06-30	$873,325	4,391	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$869,322	4,586	0.0%	Shares	Sole	2023-05-15
2022-12-31	$841,714	4,586	+12.2%	Shares	Sole	2023-02-10
2022-09-30	$698,509	4,087	+0.0%	Shares	Sole	2022-11-04
2022-06-30	$719,409	4,085	-2.5%	Shares	Sole	2022-08-01
2022-03-31	$890,033	4,188	-1.0%	Shares	Sole	2022-05-02
2021-12-31	$955,796	4,229	0.0%	Shares	Sole	2022-02-01
2021-09-30	$924,755	4,229	-0.5%	Shares	Sole	2021-11-01
2021-06-30	$957,440	4,250	-0.2%	Shares	Sole	2021-08-10
2021-03-31	$911,766	4,259	-3.4%	Shares	Sole	2021-05-14
2020-12-31	$857,954	4,407	+3.5%	Shares	Sole	2021-02-08
2020-09-30	$655,034	4,259	+11.3%	Shares	Sole	2020-11-13
2020-06-30	$557,816	3,828	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.