MJP ASSOCIATES INC /ADV

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 715113 FARMINGTON, CT

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,013,936

+$137,290 QoQ

Shares Held

3,345

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#194

of 353 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,013,936	3,345	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$876,646	3,347	-4.3%	Shares	Sole	2026-05-05
2025-12-31	$902,309	3,498	+2.1%	Shares	Sole	2026-02-06
2025-09-30	$870,909	3,425	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$813,552	3,433	+26.7%	Shares	Sole	2025-08-08
2025-03-31	$600,720	2,709	-11.8%	Shares	Sole	2025-04-30
2024-12-31	$737,899	3,071	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$720,643	3,038	-4.0%	Shares	Sole	2024-11-12
2024-06-30	$690,314	3,166	0.0%	Shares	Sole	2024-07-12
2024-03-31	$723,715	3,166	+18.4%	Shares	Sole	2024-04-11
2023-12-31	$570,444	2,674	-4.1%	Shares	Sole	2024-01-18
2023-09-30	$527,127	2,788	-6.0%	Shares	Sole	2023-10-11
2023-06-30	$589,708	2,965	+33.0%	Shares	Sole	2023-07-12
2023-03-31	$422,718	2,230	+0.1%	Shares	Sole	2023-04-18
2022-12-31	$408,743	2,227	-5.4%	Shares	Sole	2023-01-20
2022-09-30	$402,322	2,354	+0.4%	Shares	Sole	2022-10-12
2022-06-30	$412,801	2,344	+2.4%	Shares	Sole	2022-07-11
2022-03-31	$486,458	2,289	-14.5%	Shares	Sole	2022-04-19
2021-12-31	$604,802	2,676	+0.0%	Shares	Sole	2022-01-18
2021-09-30	$584,942	2,675	+15.1%	Shares	Sole	2021-10-13
2021-06-30	$523,550	2,324	+19.3%	Shares	Sole	2021-07-14
2021-03-31	$417,027	1,948	+10.9%	Shares	Sole	2021-05-04
2020-12-31	$342,052	1,757	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.