Wells Financial Advisors INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1844454 FRAMINGHAM, MA

Position in VB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$478,789

-$1,362,716 QoQ

Shares Held

1,828

-74.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

18.96%

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	$478,789	1,828	-74.4%	Shares	Sole	2026-05-07
2025-12-31	$1,841,505	7,139	-27.0%	Shares	Sole	2026-02-02
2025-09-30	$2,486,349	9,778	-6.5%	Shares	Sole	2025-10-20
2025-06-30	$2,478,336	10,458	-7.8%	Shares	Sole	2025-07-25
2025-03-31	$2,514,645	11,340	+1.7%	Shares	Sole	2025-05-09
2024-12-31	$2,677,920	11,145	-11.1%	Shares	Sole	2025-02-12
2024-09-30	$2,973,664	12,536	-51.0%	Shares	Sole	2024-11-13
2024-06-30	$5,579,425	25,589	-13.5%	Shares	Sole	2024-08-09
2024-03-31	$6,763,292	29,587	-2.7%	Shares	Sole	2024-05-14
2023-12-31	$6,489,285	30,419	+3.6%	Shares	Sole	2024-02-13
2023-09-30	$5,551,095	29,360	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$5,851,940	29,423	-29.0%	Shares	Sole	2023-08-07
2023-03-31	$7,856,503	41,446	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$7,649,580	41,678	-7.9%	Shares	Sole	2023-02-03
2022-09-30	$7,734,702	45,256	-4.8%	Shares	Sole	2022-11-09
2022-06-30	$8,369,803	47,526	-29.2%	Shares	Sole	2022-08-10
2022-03-31	$14,261,792	67,108	+1.2%	Shares	Sole	2022-04-25
2021-12-31	$14,993,729	66,341	+45.8%	Shares	Sole	2022-02-11
2021-09-30	$9,952,327	45,513	+1.6%	Shares	Sole	2021-11-10
2021-06-30	$10,096,599	44,818	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$9,593,352	44,812	+211.3%	Shares	Sole	2021-05-12
2020-12-31	$2,802,029	14,393	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.