NewEdge Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1861796 STAMFORD, CT

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$30,967,587

-$1,169,371 QoQ

Shares Held

118,233

-5.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 6% Shared 0% None 94%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,967,587	118,233	-5.1%	Shares	Sole	2026-05-13
2025-12-31	$32,136,958	124,586	+6.6%	Shares	Sole	2026-02-03
2025-09-30	$29,731,434	116,924	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$27,917,191	117,804	-2.1%	Shares	Sole	2025-08-11
2025-03-31	$26,682,290	120,326	-12.4%	Shares	Sole	2025-05-09
2024-12-31	$32,995,730	137,322	-2.2%	Shares	Sole	2025-02-05
2024-09-30	$33,305,707	140,406	+9.9%	Shares	Sole	2024-11-12
2024-06-30	$27,846,324	127,712	-8.5%	Shares	Sole	2024-08-02
2024-03-31	$31,899,505	139,549	+0.0%	Shares	Sole	2024-05-06
2023-12-31	$29,763,588	139,519	+5.4%	Shares	Sole	2024-01-29
2023-09-30	$25,038,161	132,428	+1.0%	Shares	Sole	2023-11-08
2023-06-30	$26,089,793	131,177	-0.3%	Shares	Sole	2023-08-09
2023-03-31	$24,936,049	131,547	+8.8%	Shares	Sole	2023-05-08
2022-12-31	$22,192,922	120,916	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$21,186,516	123,963	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$21,578,053	122,526	+9.7%	Shares	Sole	2022-08-09
2022-03-31	$23,746,347	111,737	-2.6%	Shares	Sole	2022-05-10
2021-12-31	$25,915,888	114,667	+845.7%	Shares	Sole	2022-01-31
2021-09-30	$2,651,373	12,125	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$2,725,212	12,097	-12.4%	Shares	Sole	2021-08-11
2021-03-31	$2,957,943	13,817	+12.2%	Shares	Sole	2021-05-13
2020-12-31	$2,396,705	12,311	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.