TFC Financial Management, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1827844 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$2,522,813

-$37,598 QoQ

Shares Held

9,632

-3.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,522,813	9,632	-3.0%	Shares	Sole	2026-04-23
2025-12-31	$2,560,411	9,926	+1.0%	Shares	Sole	2026-01-23
2025-09-30	$2,499,063	9,828	-0.7%	Shares	Sole	2025-10-24
2025-06-30	$2,344,917	9,895	-10.7%	Shares	Sole	2025-07-29
2025-03-31	$2,456,768	11,079	-0.4%	Shares	Sole	2025-04-24
2024-12-31	$2,671,673	11,119	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$2,668,612	11,250	-1.2%	Shares	Sole	2024-10-25
2024-06-30	$2,481,949	11,383	-0.8%	Shares	Sole	2024-07-23
2024-03-31	$2,622,841	11,474	+1.1%	Shares	Sole	2024-04-30
2023-12-31	$2,420,442	11,346	+4.8%	Shares	Sole	2024-01-25
2023-09-30	$2,046,493	10,824	+1.2%	Shares	Sole	2023-10-23
2023-06-30	$2,126,929	10,694	+2.8%	Shares	Sole	2023-08-07
2023-03-31	$1,972,371	10,405	+2.6%	Shares	Sole	2023-05-08
2022-12-31	$1,861,462	10,142	+1.1%	Shares	Sole	2023-02-13
2022-09-30	$1,713,714	10,027	+14.6%	Shares	Sole	2022-10-21
2022-06-30	$1,540,962	8,750	+7.9%	Shares	Sole	2022-08-03
2022-03-31	$1,723,537	8,110	+2.8%	Shares	Sole	2022-05-04
2021-12-31	$1,782,992	7,889	+4.5%	Shares	Sole	2022-02-02
2021-09-30	$1,650,302	7,547	+0.7%	Shares	Sole	2021-11-02
2021-06-30	$1,688,473	7,495	+4.5%	Shares	Sole	2021-07-29
2021-03-31	$1,536,024	7,175	+18.6%	Shares	Sole	2021-05-03
2020-12-31	$1,178,203	6,052	+23.9%	Shares	Sole	2021-02-10
2020-09-30	$751,466	4,886	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.