Petix & Botte Co

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1803255 LA MESA, CA

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$3,499,250

-$181,180 QoQ

Shares Held

13,360

-6.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 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	$1,749,363	6,679	-53.2%	Shares	Sole	2026-04-30
2026-03-31	$1,749,887	6,681	—	Principal	Sole	2026-04-30
2025-12-31	$3,680,430	14,268	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$3,614,590	14,215	+0.0%	Shares	Sole	2025-11-21
2025-06-30	$3,367,011	14,208	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$3,208,721	14,470	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$3,484,540	14,502	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$3,447,372	14,533	-0.6%	Shares	Sole	2024-10-18
2024-06-30	$3,187,308	14,618	-45.1%	Shares	Sole	2024-08-13
2024-03-31	$6,085,294	26,621	+81.9%	Shares	Sole	2024-05-06
2023-12-31	$3,122,297	14,636	-0.5%	Shares	Sole	2024-02-06
2023-09-30	$2,780,274	14,705	-0.7%	Shares	Sole	2023-11-15
2023-06-30	$2,944,566	14,805	+87.5%	Shares	Sole	2023-08-14
2023-03-31	$1,496,386	7,894	-4.7%	Shares	Sole	2023-05-15
2022-09-30	$1,416,160	8,286	-7.0%	Shares	Sole	2022-10-14
2022-06-30	$1,569,668	8,913	-50.2%	Shares	Sole	2022-08-04
2022-03-31	$3,802,407	17,892	+87.8%	Shares	Sole	2022-04-26
2021-12-31	$2,153,423	9,528	-56.0%	Shares	Sole	2022-02-11
2021-09-30	$4,737,922	21,667	+78.3%	Shares	Sole	2021-11-12
2021-06-30	$2,737,377	12,151	-3.8%	Shares	Sole	2021-07-29
2021-03-31	$2,705,328	12,637	-2.7%	Shares	Sole	2021-05-24
2020-12-31	$2,528,114	12,986	-7.1%	Shares	Sole	2021-01-29
2020-09-30	$2,149,508	13,976	-50.2%	Shares	Sole	2020-10-30
2020-06-30	$4,091,817	28,080	+91.2%	Shares	Sole	2020-08-07
2020-03-31	$1,695,120	14,684	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.