N.E.W. Advisory Services LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1803456 DE PERE, WI

Position in VB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,337,122

+$125,903 QoQ

Shares Held

12,741

+2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,337,122	12,741	+2.3%	Shares	Sole	2026-05-05
2025-12-31	$3,211,219	12,449	-2.0%	Shares	Sole	2026-01-28
2025-09-30	$3,230,118	12,703	+1.8%	Shares	Sole	2025-10-27
2025-06-30	$2,955,851	12,473	-3.6%	Shares	Sole	2025-08-18
2025-03-31	$2,867,892	12,933	+11.4%	Shares	Sole	2025-05-07
2024-12-31	$2,790,131	11,612	+3.8%	Shares	Sole	2025-01-24
2024-09-30	$2,652,719	11,183	+7.2%	Shares	Sole	2024-10-31
2024-06-30	$2,273,721	10,428	-8.8%	Shares	Sole	2024-08-05
2024-03-31	$2,613,012	11,431	+4.8%	Shares	Sole	2024-04-24
2023-12-31	$2,326,790	10,907	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$2,056,703	10,878	+4.3%	Shares	Sole	2023-11-06
2023-06-30	$2,073,627	10,426	-5.0%	Shares	Sole	2023-08-04
2023-03-31	$2,079,473	10,970	-1.1%	Shares	Sole	2023-05-10
2022-12-31	$2,036,743	11,097	-1.6%	Shares	Sole	2023-02-13
2022-09-30	$1,927,181	11,276	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,996,559	11,337	-26.5%	Shares	Sole	2022-08-01
2022-03-31	$3,277,270	15,421	+34.8%	Shares	Sole	2022-04-11
2021-12-31	$2,586,458	11,444	-0.6%	Shares	Sole	2022-01-18
2021-09-30	$2,517,329	11,512	-6.3%	Shares	Sole	2021-10-13
2021-06-30	$2,768,691	12,290	-19.7%	Shares	Sole	2021-07-15
2021-03-31	$3,275,638	15,301	-12.5%	Shares	Sole	2021-04-14
2020-12-31	$3,404,174	17,486	-20.8%	Shares	Sole	2021-01-14
2020-09-30	$3,395,904	22,080	-9.0%	Shares	Sole	2020-10-13
2020-06-30	$3,533,855	24,251	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.