Twele Capital Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1411268
MINNETONKA, MN
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$20,466,952
+$310,997 QoQ
Shares Held
78,142
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
42.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
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 | $20,466,952 | 78,142 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $20,155,955 | 78,139 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $19,766,455 | 77,735 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $18,233,004 | 76,939 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $16,418,591 | 74,041 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $15,524,250 | 64,609 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $15,379,747 | 64,836 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,140,548 | 64,853 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $14,919,154 | 65,266 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,953,061 | 65,406 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $12,151,717 | 64,271 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $12,328,594 | 61,987 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $9,415,066 | 49,668 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,327,943 | 45,374 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,743,761 | 45,309 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $7,701,818 | 43,733 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,155,361 | 43,080 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,436,501 | 37,328 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,810,017 | 35,716 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $7,320,924 | 32,497 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,765,784 | 31,604 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $7,459,358 | 38,316 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $7,366,251 | 47,895 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,103,267 | 48,746 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,834,740 | 59,206 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||