HOWE & RUSLING INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 769963 ROCHESTER, NY

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$222,370

-$123,283 QoQ

Shares Held

849

-36.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

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	$222,370	849	-36.6%	Shares	Sole	2026-04-28
2025-12-31	$345,653	1,340	+61.4%	Shares	Sole	2026-02-17
2025-09-30	$211,052	830	-12.1%	Shares	Sole	2025-11-05
2025-06-30	$223,709	944	+60.0%	Shares	Sole	2025-08-12
2025-03-31	$130,832	590	-22.8%	Shares	Sole	2025-06-17
2024-12-31	$183,573	764	-30.8%	Shares	Sole	2025-02-12
2024-09-30	$261,879	1,104	+13.1%	Shares	Sole	2024-11-08
2024-06-30	$212,807	976	-29.7%	Shares	Sole	2024-08-14
2024-03-31	$317,511	1,389	+15.6%	Shares	Sole	2024-05-15
2023-12-31	$256,422	1,202	+52.2%	Shares	Sole	2024-02-06
2023-09-30	$149,365	790	-1.7%	Shares	Sole	2023-11-09
2023-06-30	$159,907	804	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$151,079	797	-45.3%	Shares	Sole	2023-05-15
2022-12-31	$267,417	1,457	-2.3%	Shares	Sole	2023-02-15
2022-09-30	$254,826	1,491	+52.6%	Shares	Sole	2022-11-14
2022-06-30	$172,059	977	+14.3%	Shares	Sole	2022-08-15
2022-03-31	$181,704	855	-7.7%	Shares	Sole	2022-05-10
2021-12-31	$209,285	926	+4.0%	Shares	Sole	2022-02-14
2021-09-30	$194,616	890	0.0%	Shares	Sole	2021-11-15
2021-06-30	$200,499	890	0.0%	Shares	Sole	2021-08-13
2021-03-31	$190,531	890	-18.3%	Shares	Sole	2021-05-13
2020-12-31	$212,201	1,090	-30.7%	Shares	Sole	2021-02-08
2020-09-30	$241,773	1,572	+42.5%	Shares	Sole	2020-11-06
2020-06-30	$160,729	1,103	-33.5%	Shares	Sole	2020-07-15
2020-03-31	$191,399	1,658	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.