SEARLE & CO.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 710127 GREENWICH, CT

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$739,400

+$94,525 QoQ

Shares Held

2,823

+12.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$739,400	2,823	+12.9%	Shares	Sole	2026-05-08
2025-12-31	$644,875	2,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$635,700	2,500	0.0%	Shares	Sole	2025-11-04
2025-06-30	$592,450	2,500	0.0%	Shares	Sole	2025-08-07
2025-03-31	$554,375	2,500	0.0%	Shares	Sole	2025-05-15
2024-12-31	$600,700	2,500	0.0%	Shares	Sole	2025-02-14
2024-09-30	$593,025	2,500	0.0%	Shares	Sole	2024-10-22
2024-06-30	$545,100	2,500	0.0%	Shares	Sole	2024-07-30
2024-03-31	$571,475	2,500	0.0%	Shares	Sole	2024-05-09
2023-12-31	$533,325	2,500	+11.6%	Shares	Sole	2024-02-06
2023-09-30	$423,516	2,240	+24.4%	Shares	Sole	2023-11-06
2023-06-30	$358,002	1,800	0.0%	Shares	Sole	2023-08-11
2023-03-31	$341,208	1,800	0.0%	Shares	Sole	2023-06-01
2022-12-31	$330,372	1,800	0.0%	Shares	Sole	2023-02-06
2022-09-30	$307,638	1,800	0.0%	Shares	Sole	2022-10-27
2022-06-30	$316,998	1,800	0.0%	Shares	Sole	2022-08-03
2022-03-31	$382,536	1,800	+38.5%	Shares	Sole	2022-05-10
2021-12-31	$293,813	1,300	0.0%	Shares	Sole	2022-01-19
2021-09-30	$284,271	1,300	0.0%	Shares	Sole	2021-10-08
2021-06-30	$292,864	1,300	0.0%	Shares	Sole	2021-07-29
2021-03-31	$278,304	1,300	0.0%	Shares	Sole	2021-05-12
2020-12-31	$253,084	1,300	0.0%	Shares	Sole	2021-02-04
2020-09-30	$199,940	1,300	—	Shares	Sole	2020-10-30
No filing history on record for this holder in this stock.