Johnson Financial Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1477024
RACINE, WI
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,102,190
-$184,938 QoQ
Shares Held
15,662
-5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,102,190 | 15,662 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,287,128 | 16,620 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,514,486 | 17,754 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,041,749 | 21,275 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,422 | 516 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $123,983 | 516 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $131,176 | 553 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $138,019 | 633 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $144,468 | 632 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $176,423 | 827 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $111,739 | 591 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $102,229 | 514 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $126,057 | 665 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $58,732 | 320 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $56,742 | 332 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,399 | 360 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $239,085 | 1,125 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $254,261 | 1,125 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $274,430 | 1,255 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $282,726 | 1,255 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $279,374 | 1,305 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $114,861 | 590 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $90,742 | 590 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,974 | 590 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $110,591 | 958 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||