L. Roy Papp & Associates, LLP

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 809339 Phoenix, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$329,233

-$2,748 QoQ

Shares Held

1,257

-2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$329,233	1,257	-2.3%	Shares	Sole	2026-04-14
2025-12-31	$331,981	1,287	+2.1%	Shares	Sole	2026-01-28
2025-09-30	$320,392	1,260	-13.5%	Shares	Sole	2025-10-09
2025-06-30	$345,279	1,457	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$322,868	1,456	0.0%	Shares	Sole	2025-04-10
2024-12-31	$349,847	1,456	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$345,140	1,455	0.0%	Shares	Sole	2024-10-24
2024-06-30	$317,248	1,455	0.0%	Shares	Sole	2024-07-24
2024-03-31	$332,598	1,455	+16.0%	Shares	Sole	2024-04-15
2023-12-31	$267,515	1,254	0.0%	Shares	Sole	2024-01-19
2023-09-30	$237,093	1,254	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$249,209	1,253	0.0%	Shares	Sole	2023-07-17
2023-03-31	$237,518	1,253	+0.1%	Shares	Sole	2023-05-05
2022-12-31	$229,792	1,252	0.0%	Shares	Sole	2023-01-17
2022-09-30	$213,979	1,252	+2.5%	Shares	Sole	2022-10-21
2022-06-30	$215,206	1,222	+1.2%	Shares	Sole	2022-08-02
2022-03-31	$256,511	1,207	+0.2%	Shares	Sole	2022-05-06
2021-09-30	$263,278	1,204	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$271,687	1,206	+0.2%	Shares	Sole	2021-08-09
2021-03-31	$257,752	1,204	+2.1%	Shares	Sole	2021-05-06
2020-12-31	$229,527	1,179	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.