WIT, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1840025 DISTRICT OF COLUMBIA, DC

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,587,597

-$4,617,167 QoQ

Shares Held

213,076

-19.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.28%

of 13F equity value

Holder Rank

#50

of 556 holders

Holding Since

Dec 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
2026-06-30	$64,587,597	213,076	-19.4%	Shares	Sole	2026-08-14
2026-03-31	$69,204,764	264,221	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$68,189,598	264,352	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$66,253,925	260,555	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$58,025,737	244,855	-89.1%	Shares	Sole	2025-08-14
2025-03-31	$498,581,369	2,248,394	+154.4%	Shares	Sole	2025-05-15
2024-12-31	$212,362,587	883,813	+95036.0%	Shares	Sole	2025-02-14
2024-09-30	$220,368	929	+342.4%	Shares	Sole	2024-11-14
2024-06-30	$45,788	210	0.0%	Shares	Sole	2024-08-14
2024-03-31	$48,003	210	-20.2%	Shares	Sole	2024-05-15
2023-12-31	$56,105	263	-58.8%	Shares	Sole	2024-02-14
2023-09-30	$120,626	638	-14.4%	Shares	Sole	2023-11-14
2023-06-30	$148,173	745	0.0%	Shares	Sole	2023-08-11
2023-03-31	$141,222	745	+101.4%	Shares	Sole	2023-05-15
2022-12-31	$67,909	370	0.0%	Shares	Sole	2023-02-14
2022-09-30	$63,236	370	-50.3%	Shares	Sole	2022-11-14
2022-06-30	$131,201	745	0.0%	Shares	Sole	2022-08-15
2022-03-31	$158,327	745	-99.9%	Shares	Sole	2022-05-13
2021-12-31	$168,382,648	745,023	0.0%	Shares	Sole	2022-02-14
2021-09-30	$162,914,179	745,023	0.0%	Shares	Sole	2021-11-15
2021-06-30	$167,838,781	745,023	-14.5%	Shares	Sole	2021-08-13
2021-03-31	$186,571,362	871,503	0.0%	Shares	Sole	2021-05-14
2020-12-31	$169,664,204	871,503	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.