Sovereign Financial Group, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1846175 STAMFORD, CT

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$8,354,724

+$715,277 QoQ

Shares Held

31,898

+7.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.83%

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	$8,354,724	31,898	+7.7%	Shares	Sole	2026-04-17
2025-12-31	$7,639,447	29,616	+0.4%	Shares	Sole	2026-01-07
2025-09-30	$7,503,802	29,510	+3.5%	Shares	Sole	2025-10-17
2025-06-30	$6,758,195	28,518	+1.6%	Shares	Sole	2025-07-25
2025-03-31	$6,223,635	28,066	+5.9%	Shares	Sole	2025-04-11
2024-12-31	$6,365,497	26,492	+0.9%	Shares	Sole	2025-01-14
2024-09-30	$6,227,474	26,253	+8.0%	Shares	Sole	2024-10-08
2024-06-30	$5,298,372	24,300	+9.5%	Shares	Sole	2024-07-15
2024-03-31	$5,074,926	22,201	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$4,495,716	21,074	+7.6%	Shares	Sole	2024-02-06
2023-09-30	$3,704,637	19,594	-8.6%	Shares	Sole	2023-11-03
2023-06-30	$4,263,008	21,434	+6.9%	Shares	Sole	2023-07-31
2023-03-31	$3,802,194	20,058	+6.4%	Shares	Sole	2023-05-04
2022-12-31	$3,461,013	18,857	-8.5%	Shares	Sole	2023-02-14
2022-09-30	$3,522,455	20,610	+12.9%	Shares	Sole	2022-11-14
2022-06-30	$3,214,888	18,255	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$3,878,915	18,252	+288.2%	Shares	Sole	2022-05-16
2021-12-31	$1,062,699	4,702	+18.1%	Shares	Sole	2022-02-15
2021-09-30	$870,306	3,980	-6.9%	Shares	Sole	2021-11-12
2021-06-30	$963,072	4,275	0.0%	Shares	Sole	2021-08-12
2021-03-31	$915,192	4,275	+21.0%	Shares	Sole	2021-05-17
2020-12-31	$687,804	3,533	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.