Global Financial Private Client, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2023568 Sarasota, FL

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$484,290

+$18,691 QoQ

Shares Held

1,849

+2.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$484,290	1,849	+2.4%	Shares	Sole	2026-04-20
2025-12-31	$465,599	1,805	0.0%	Shares	Sole	2026-01-27
2025-09-30	$458,975	1,805	+4.4%	Shares	Sole	2025-10-21
2025-06-30	$409,738	1,729	-0.7%	Shares	Sole	2025-07-10
2025-03-31	$386,066	1,741	+1.4%	Shares	Sole	2025-04-08
2024-12-31	$412,560	1,717	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$405,629	1,710	0.0%	Shares	Sole	2024-10-07
2024-06-30	$372,848	1,710	+0.5%	Shares	Sole	2024-07-29
2024-03-31	$388,831	1,701	+1.3%	Shares	Sole	2024-05-16
2023-12-31	$358,181	1,679	+263.4%	Shares	Sole	2024-05-16
2023-09-30	$87,350	462	0.0%	Shares	Sole	2024-05-16
2023-06-30	$91,887	462	-9.1%	Shares	Sole	2024-05-16
2023-03-31	$96,296	508	0.0%	Shares	Sole	2024-05-16
2022-12-31	$93,238	508	-5.8%	Shares	Sole	2024-05-16
2022-09-30	$92,120	539	-6.1%	Shares	Sole	2024-05-16
2022-06-30	$101,087	574	-1.9%	Shares	Sole	2024-05-16
2022-03-31	$124,324	585	+26.6%	Shares	Sole	2024-05-16
2021-12-31	$104,416	462	0.0%	Shares	Sole	2024-05-16
2021-09-30	$101,025	462	0.0%	Shares	Sole	2024-05-16
2021-06-30	$104,079	462	0.0%	Shares	Sole	2024-05-16
2021-03-31	$98,904	462	-1.9%	Shares	Sole	2024-05-16
2020-12-31	$91,694	471	+21.4%	Shares	Sole	2024-05-16
2020-09-30	$59,674	388	-5.1%	Shares	Sole	2024-05-16
2020-06-30	$59,599	409	-91.1%	Shares	Sole	2024-05-16
2020-03-31	$530,677	4,597	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.