SAX WEALTH ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1846150 PARSIPPANY, NJ

Position in VB

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

Position Value

$3,112,919

+$47,184 QoQ

Shares Held

11,885

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.92%

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	$3,112,919	11,885	0.0%	Shares	Sole	2026-04-08
2025-12-31	$3,065,735	11,885	-7.2%	Shares	Sole	2026-01-12
2025-09-30	$3,257,326	12,810	-19.7%	Shares	Sole	2025-10-20
2025-06-30	$3,782,674	15,962	-14.4%	Shares	Sole	2025-07-23
2025-03-31	$4,136,524	18,654	+123.6%	Shares	Sole	2025-05-14
2024-12-31	$2,004,656	8,343	+3.0%	Shares	Sole	2025-01-15
2024-09-30	$1,920,926	8,098	+15.0%	Shares	Sole	2024-10-17
2024-06-30	$1,535,655	7,043	+158.5%	Shares	Sole	2024-07-12
2024-03-31	$622,907	2,725	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$580,257	2,720	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$514,081	2,719	-3.9%	Shares	Sole	2023-11-07
2023-06-30	$562,659	2,829	+8.5%	Shares	Sole	2023-08-11
2023-03-31	$494,372	2,608	+2.0%	Shares	Sole	2023-05-05
2022-12-31	$469,311	2,557	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$436,845	2,556	0.0%	Shares	Sole	2022-11-08
2022-06-30	$450,137	2,556	0.0%	Shares	Sole	2022-08-11
2022-03-31	$543,201	2,556	-26.7%	Shares	Sole	2022-08-11
2021-12-31	$788,322	3,488	+16.7%	Shares	Sole	2022-02-07
2021-09-30	$653,604	2,989	0.0%	Shares	Sole	2021-12-10
2021-06-30	$673,361	2,989	-2.9%	Shares	Sole	2021-08-12
2021-03-31	$659,152	3,079	+2.5%	Shares	Sole	2021-05-14
2020-12-31	$584,818	3,004	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.