NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1109767
CEDAR RAPIDS, IA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,244,381
+$9,317 QoQ
Shares Held
4,751
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
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%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,244,381 | 4,751 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,235,064 | 4,788 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,227,409 | 4,827 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,171,392 | 4,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,150,660 | 5,189 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,831,550 | 20,108 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,640,776 | 19,564 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,888,444 | 8,661 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,020,278 | 8,838 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,575,106 | 12,071 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,345,602 | 12,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,522,919 | 12,685 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,411,392 | 12,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,280,484 | 12,425 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,762,423 | 10,312 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,757,225 | 9,978 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,982,811 | 9,330 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,708,861 | 7,561 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,550,151 | 7,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,670,676 | 7,416 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,269,708 | 5,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,132,064 | 5,815 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $841,593 | 5,472 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $800,439 | 5,493 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $549,148 | 4,757 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||