Stockman Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1389400
BILLINGS, MT
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,127,303
-$39,288 QoQ
Shares Held
3,719
-16.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#302
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,303 | 3,719 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,166,591 | 4,454 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,160,517 | 4,499 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,093,912 | 4,302 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $350,967 | 1,481 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $332,625 | 1,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $501,944 | 2,089 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $571,201 | 2,408 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $651,503 | 2,988 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $683,026 | 2,988 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $637,430 | 2,988 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $639,245 | 3,381 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $652,558 | 3,281 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $632,561 | 3,337 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $602,194 | 3,281 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $575,624 | 3,368 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $593,138 | 3,368 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $715,767 | 3,368 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $761,201 | 3,368 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $736,480 | 3,368 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $758,743 | 3,368 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $678,205 | 3,168 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $616,746 | 3,168 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $243,465 | 1,583 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $282,405 | 1,938 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $223,722 | 1,938 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||