HM PAYSON & CO

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 928052 PORTLAND, ME

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$444,477

-$10,804 QoQ

Shares Held

1,697

-3.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 25% Shared 0% None 75%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$444,477	1,697	-3.9%	Shares	Sole	2026-04-13
2025-12-31	$455,281	1,765	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$459,992	1,809	+1.6%	Shares	Sole	2025-10-17
2025-06-30	$422,061	1,781	0.0%	Shares	Sole	2025-10-17
2025-03-31	$394,936	1,781	+4.3%	Shares	Sole	2025-04-29
2024-12-31	$410,157	1,707	+11.8%	Shares	Sole	2025-02-07
2024-09-30	$362,219	1,527	0.0%	Shares	Sole	2024-10-28
2024-06-30	$332,946	1,527	+6.3%	Shares	Sole	2024-08-13
2024-03-31	$328,255	1,436	+3.2%	Shares	Sole	2024-06-20
2023-12-31	$296,742	1,391	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$266,399	1,409	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$276,655	1,391	+158.1%	Shares	Sole	2023-07-17
2023-03-31	$102,172	539	0.0%	Shares	Sole	2023-04-18
2022-12-31	$98,928	539	-16.3%	Shares	Sole	2023-02-06
2022-09-30	$110,066	644	0.0%	Shares	Sole	2022-10-25
2022-06-30	$113,414	644	0.0%	Shares	Sole	2022-08-15
2022-03-31	$136,862	644	+22.4%	Shares	Sole	2022-05-12
2021-12-31	$118,881	526	0.0%	Shares	Sole	2022-02-15
2021-09-30	$115,020	526	-1.3%	Shares	Sole	2021-11-30
2021-06-30	$120,074	533	0.0%	Shares	Sole	2021-08-17
2021-03-31	$114,104	533	-13.1%	Shares	Sole	2021-06-15
2020-12-31	$119,338	613	-20.3%	Shares	Sole	2021-03-10
2020-09-30	$118,272	769	+34.7%	Shares	Sole	2020-12-21
2020-06-30	$83,206	571	0.0%	Shares	Sole	2020-08-13
2020-03-31	$65,916	571	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.