MEANS INVESTMENT CO., INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 701516 BANGOR, ME

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$393,403

+$6,478 QoQ

Shares Held

1,502

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

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	$393,403	1,502	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$386,925	1,500	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$380,148	1,495	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$353,811	1,493	+3.0%	Shares	Sole	2025-07-25
2025-03-31	$321,537	1,450	-25.1%	Shares	Sole	2025-04-21
2024-12-31	$465,182	1,936	+0.2%	Shares	Sole	2025-01-24
2024-09-30	$458,289	1,932	+0.2%	Shares	Sole	2024-10-18
2024-06-30	$420,599	1,929	-7.2%	Shares	Sole	2024-07-19
2024-03-31	$475,010	2,078	+0.7%	Shares	Sole	2024-04-17
2023-12-31	$440,099	2,063	+5.4%	Shares	Sole	2024-01-25
2023-09-30	$370,009	1,957	+8.4%	Shares	Sole	2023-10-25
2023-06-30	$359,195	1,806	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$341,776	1,803	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$330,555	1,801	+0.2%	Shares	Sole	2023-01-27
2022-09-30	$307,125	1,797	+0.1%	Shares	Sole	2022-10-17
2022-06-30	$316,117	1,795	+0.1%	Shares	Sole	2022-07-21
2022-03-31	$381,048	1,793	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$404,783	1,791	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$390,981	1,788	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$402,350	1,786	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$382,132	1,785	+0.1%	Shares	Sole	2021-04-05
2020-12-31	$347,114	1,783	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$273,764	1,780	+0.1%	Shares	Sole	2020-11-09
2020-06-30	$259,090	1,778	+0.1%	Shares	Sole	2020-08-13
2020-03-31	$205,136	1,777	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.