Trinity Financial Advisors LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1809574 COLUMBUS, OH

Position in VB

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,364,341

+$16,295 QoQ

Shares Held

5,209

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,364,341	5,209	-0.3%	Shares	Sole	2026-04-07
2025-12-31	$1,348,046	5,226	-0.8%	Shares	Sole	2026-01-13
2025-09-30	$1,339,292	5,267	-8.7%	Shares	Sole	2025-10-07
2025-06-30	$1,367,137	5,769	-13.4%	Shares	Sole	2025-07-03
2025-03-31	$1,477,520	6,663	-0.1%	Shares	Sole	2025-05-19
2024-12-31	$1,603,148	6,672	-30.5%	Shares	Sole	2025-01-10
2024-09-30	$2,277,216	9,600	-14.7%	Shares	Sole	2024-10-03
2024-06-30	$2,453,386	11,252	-9.2%	Shares	Sole	2024-07-11
2024-03-31	$2,833,601	12,396	+2.1%	Shares	Sole	2024-04-17
2023-12-31	$2,590,892	12,145	-5.1%	Shares	Sole	2024-02-06
2023-09-30	$2,420,852	12,804	-1.5%	Shares	Sole	2023-10-18
2023-06-30	$2,584,973	12,997	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$2,469,587	13,028	-3.8%	Shares	Sole	2023-04-10
2022-12-31	$2,486,599	13,548	-7.1%	Shares	Sole	2023-01-23
2022-09-30	$2,492,893	14,586	-2.2%	Shares	Sole	2022-10-25
2022-06-30	$2,627,737	14,921	-19.9%	Shares	Sole	2022-07-22
2022-03-31	$3,960,735	18,637	-34.1%	Shares	Sole	2022-04-27
2021-12-31	$6,387,946	28,264	-86.8%	Shares	Sole	2022-01-18
2021-09-30	$46,911,274	214,530	-3.2%	Shares	Sole	2021-10-21
2021-06-30	$49,945,025	221,702	+18.1%	Shares	Sole	2021-10-20
2021-03-31	$40,191,806	187,742	+570.8%	Shares	Sole	2021-10-20
2020-12-31	$5,448,898	27,989	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.