West Financial Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1843684 DES MOINES, IA

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,434,556

+$72,436 QoQ

Shares Held

13,113

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.80%

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	$3,434,556	13,113	+0.6%	Shares	Sole	2026-04-08
2025-12-31	$3,362,120	13,034	-5.6%	Shares	Sole	2026-01-13
2025-09-30	$3,511,861	13,811	+0.6%	Shares	Sole	2025-10-14
2025-06-30	$3,251,839	13,722	-1.5%	Shares	Sole	2025-07-21
2025-03-31	$3,088,755	13,929	+1.6%	Shares	Sole	2025-04-09
2024-12-31	$3,293,517	13,707	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$3,232,223	13,626	+0.1%	Shares	Sole	2024-10-08
2024-06-30	$2,969,050	13,617	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$3,107,223	13,593	-4.7%	Shares	Sole	2024-04-11
2023-12-31	$3,041,232	14,256	-6.9%	Shares	Sole	2024-01-11
2023-09-30	$2,895,228	15,313	-4.0%	Shares	Sole	2023-10-10
2023-06-30	$3,173,886	15,958	-0.8%	Shares	Sole	2023-07-07
2023-03-31	$3,049,451	16,087	+0.7%	Shares	Sole	2023-04-18
2022-12-31	$2,933,152	15,981	-3.1%	Shares	Other	2023-01-10
2022-09-30	$2,817,964	16,488	+1.8%	Shares	Sole	2022-10-11
2022-06-30	$2,851,220	16,190	-69.1%	Shares	Other	2022-07-14
2022-03-31	$11,134,347	52,392	-3.2%	Shares	Sole	2022-04-18
2021-12-31	$12,236,633	54,142	+3.6%	Shares	Other	2022-01-19
2021-09-30	$11,424,851	52,247	+6.7%	Shares	Sole	2021-10-13
2021-06-30	$11,027,230	48,949	+12.6%	Shares	Sole	2021-07-27
2021-03-31	$9,303,274	43,457	+2.3%	Shares	Sole	2021-04-20
2020-12-31	$8,270,979	42,485	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.