Brown Financial Advisory

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1843853 FAIRHOPE, AL

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$37,022,915

+$5,035,310 QoQ

Shares Held

141,352

+14.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

76.28%

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	$37,022,915	141,352	+14.0%	Shares	Sole	2026-04-27
2025-12-31	$31,987,605	124,007	+3.8%	Shares	Sole	2026-01-29
2025-09-30	$30,370,440	119,437	+1.9%	Shares	Sole	2025-10-27
2025-06-30	$27,787,563	117,257	+16.7%	Shares	Sole	2025-07-28
2025-03-31	$22,287,649	100,508	+19.7%	Shares	Sole	2025-04-30
2024-12-31	$20,168,142	83,936	+4.1%	Shares	Sole	2025-01-24
2024-09-30	$19,122,446	80,614	+2.9%	Shares	Sole	2024-10-25
2024-06-30	$17,074,712	78,310	+8.2%	Shares	Sole	2024-07-25
2024-03-31	$16,540,086	72,357	-0.3%	Shares	Sole	2024-04-25
2023-12-31	$15,477,091	72,550	+1.4%	Shares	Sole	2024-01-26
2023-09-30	$13,527,958	71,550	+0.5%	Shares	Sole	2023-10-25
2023-06-30	$14,156,393	71,177	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$12,786,011	67,451	+1.4%	Shares	Sole	2023-04-24
2022-12-31	$12,204,675	66,496	+1.4%	Shares	Sole	2023-01-25
2022-09-30	$11,203,834	65,554	+8.3%	Shares	Sole	2022-10-21
2022-06-30	$10,663,636	60,551	+4.6%	Shares	Sole	2022-07-18
2022-03-31	$12,306,395	57,907	+5.2%	Shares	Sole	2022-04-29
2021-12-31	$12,442,754	55,054	+1.4%	Shares	Sole	2022-01-27
2021-09-30	$11,878,154	54,320	+3.6%	Shares	Sole	2021-10-20
2021-06-30	$11,811,655	52,431	+2.5%	Shares	Sole	2021-07-28
2021-03-31	$10,948,693	51,143	+12.3%	Shares	Sole	2021-04-28
2020-12-31	$8,864,948	45,536	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.