BELLEVUE ASSET MANAGEMENT, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1801619 BELLEVUE, WA

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$37,716

+$830 QoQ

Shares Held

144

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

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	$37,716	144	+0.7%	Shares	Sole	2026-04-24
2025-12-31	$36,886	143	0.0%	Shares	Sole	2026-01-23
2025-09-30	$36,362	143	0.0%	Shares	Sole	2025-11-04
2025-06-30	$33,888	143	0.0%	Shares	Sole	2025-07-23
2025-03-31	$31,710	143	0.0%	Shares	Sole	2025-04-28
2024-12-31	$34,360	143	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$33,683	142	0.0%	Shares	Sole	2024-10-25
2024-06-30	$30,961	142	-0.7%	Shares	Sole	2024-07-31
2024-03-31	$32,688	143	+0.7%	Shares	Sole	2024-04-26
2023-12-31	$30,292	142	0.0%	Shares	Sole	2024-02-06
2023-09-30	$26,847	142	0.0%	Shares	Sole	2023-10-25
2023-06-30	$28,242	142	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$26,727	141	0.0%	Shares	Sole	2023-05-09
2022-12-31	$25,879	141	0.0%	Shares	Sole	2023-01-23
2022-09-30	$24,098	141	0.0%	Shares	Sole	2022-11-07
2022-06-30	$24,831	141	+0.7%	Shares	Sole	2022-08-12
2022-03-31	$29,752	140	0.0%	Shares	Sole	2022-05-11
2021-12-31	$31,641	140	0.0%	Shares	Sole	2022-02-03
2021-09-30	$30,613	140	0.0%	Shares	Sole	2021-11-05
2021-06-30	$31,539	140	0.0%	Shares	Sole	2021-08-09
2021-03-31	$29,971	140	0.0%	Shares	Sole	2021-05-12
2020-12-31	$27,255	140	0.0%	Shares	Sole	2021-02-11
2020-09-30	$21,532	140	0.0%	Shares	Sole	2020-11-12
2020-06-30	$20,400	140	0.0%	Shares	Sole	2020-07-31
2020-03-31	$16,161	140	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.