Newton One Investments LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1842787 NEWARK, DE

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$5,501,629

+$82,100 QoQ

Shares Held

21,005

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

13.83%

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	$5,501,629	21,005	-0.0%	Shares	Sole	2026-04-24
2025-12-31	$5,419,529	21,010	+1.6%	Shares	Sole	2026-01-23
2025-09-30	$5,260,036	20,686	-0.1%	Shares	Sole	2025-10-10
2025-06-30	$4,908,092	20,711	-1.1%	Shares	Sole	2025-07-16
2025-03-31	$4,645,219	20,948	+0.3%	Shares	Sole	2025-04-21
2024-12-31	$5,016,806	20,879	-0.3%	Shares	Sole	2025-01-27
2024-09-30	$4,969,549	20,950	-0.2%	Shares	Sole	2024-10-17
2024-06-30	$4,575,351	20,984	+0.1%	Shares	Sole	2024-07-17
2024-03-31	$4,792,846	20,967	-1.2%	Shares	Sole	2024-04-16
2023-12-31	$4,526,009	21,216	+1.5%	Shares	Sole	2024-01-23
2023-09-30	$3,951,752	20,901	+10.7%	Shares	Sole	2023-10-23
2023-06-30	$3,753,650	18,873	+1.3%	Shares	Sole	2023-07-20
2023-03-31	$3,531,502	18,630	-3.9%	Shares	Sole	2023-04-19
2022-12-31	$3,556,454	19,377	-0.4%	Shares	Sole	2023-01-23
2022-09-30	$3,324,199	19,450	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$3,430,975	19,482	+0.3%	Shares	Sole	2022-07-11
2022-03-31	$4,129,263	19,430	+2.8%	Shares	Sole	2022-04-28
2021-12-31	$4,270,684	18,896	+1.8%	Shares	Sole	2022-01-25
2021-09-30	$4,060,045	18,567	+1.0%	Shares	Sole	2021-10-19
2021-06-30	$4,141,096	18,382	-3.7%	Shares	Sole	2021-07-16
2021-03-31	$4,084,860	19,081	-0.3%	Shares	Sole	2021-04-23
2020-12-31	$3,724,033	19,129	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.