WEBSTERROGERS FINANCIAL ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1841757 FLORENCE, SC

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$732,328

+$57,789 QoQ

Shares Held

2,796

+6.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.20%

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	$732,328	2,796	+6.9%	Shares	Sole	2026-04-15
2025-12-31	$674,539	2,615	-1.5%	Shares	Sole	2026-01-08
2025-09-30	$675,113	2,655	-0.3%	Shares	Sole	2025-10-09
2025-06-30	$631,077	2,663	-1.2%	Shares	Sole	2025-07-10
2025-03-31	$597,616	2,695	0.0%	Shares	Sole	2025-04-09
2024-12-31	$647,554	2,695	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$638,569	2,692	0.0%	Shares	Sole	2024-10-15
2024-06-30	$586,963	2,692	-3.9%	Shares	Sole	2024-07-12
2024-03-31	$640,280	2,801	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$606,923	2,845	-11.8%	Shares	Sole	2024-02-14
2023-09-30	$610,128	3,227	-2.2%	Shares	Sole	2023-11-01
2023-06-30	$656,138	3,299	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$624,410	3,294	-16.8%	Shares	Sole	2023-05-03
2022-12-31	$726,267	3,957	-2.4%	Shares	Sole	2023-02-06
2022-09-30	$692,869	4,054	+1.2%	Shares	Sole	2022-10-26
2022-06-30	$705,320	4,005	-21.3%	Shares	Sole	2022-07-25
2022-03-31	$1,081,301	5,088	-4.5%	Shares	Sole	2022-04-14
2021-12-31	$1,203,729	5,326	-1.2%	Shares	Sole	2022-01-24
2021-09-30	$1,178,631	5,390	-2.8%	Shares	Sole	2021-10-12
2021-06-30	$1,249,177	5,545	+10.8%	Shares	Sole	2021-08-05
2021-03-31	$1,071,470	5,005	+0.2%	Shares	Sole	2021-05-07
2020-12-31	$972,037	4,993	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.