Financial Perspectives, Inc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2003287 MINNEAPOLIS, MN

Position in VB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$79,361

+$5,072 QoQ

Shares Held

303

+5.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$79,361	303	+5.2%	Shares	Sole	2026-05-11
2025-12-31	$74,289	288	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$72,978	287	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$67,776	286	+35.5%	Shares	Sole	2025-07-30
2025-03-31	$46,789	211	+8.2%	Shares	Sole	2025-04-18
2024-12-31	$46,854	195	+21.1%	Shares	Sole	2025-02-03
2024-09-30	$38,190	161	+29.8%	Shares	Sole	2024-10-17
2024-06-30	$27,036	124	+44.2%	Shares	Sole	2024-08-09
2024-03-31	$19,658	86	+6.2%	Shares	Sole	2024-04-19
2023-12-31	$17,279	81	0.0%	Shares	Sole	2024-02-01
2023-09-30	$15,314	81	0.0%	Shares	Sole	2024-01-10
2023-06-30	$16,110	81	+6.6%	Shares	Sole	2024-01-10
2023-03-31	$14,406	76	0.0%	Shares	Sole	2024-01-10
2022-12-31	$13,949	76	+2.7%	Shares	Sole	2024-01-10
2022-09-30	$12,647	74	0.0%	Shares	Sole	2024-01-10
2022-06-30	$13,032	74	+12.1%	Shares	Sole	2024-01-10
2022-03-31	$14,026	66	0.0%	Shares	Sole	2024-01-10
2021-12-31	$14,916	66	0.0%	Shares	Sole	2024-01-10
2021-09-30	$14,432	66	0.0%	Shares	Sole	2024-01-10
2021-06-30	$14,868	66	-99.5%	Shares	Sole	2024-01-10
2021-03-31	$66	14,129	+21307.6%	Shares	Sole	2024-01-10
2020-12-31	$12,848	66	0.0%	Shares	Sole	2024-01-10
2020-09-30	$10,150	66	0.0%	Shares	Sole	2024-01-10
2020-06-30	$9,617	66	0.0%	Shares	Sole	2024-01-10
2020-03-31	$7,619	66	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.