CWM, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1535847 OMAHA, NE

Position in VB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$27,779,235

-$1,478,227 QoQ

Shares Held

106,060

-6.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,779,235	106,060	-6.5%	Shares	Sole	2026-05-14
2025-12-31	$29,257,462	113,423	-2.4%	Shares	Sole	2026-01-26
2025-09-30	$29,544,030	116,187	+20.6%	Shares	Sole	2025-10-15
2025-06-30	$22,831,364	96,343	+15.6%	Shares	Sole	2025-07-25
2025-03-31	$18,483,749	83,354	+160.1%	Shares	Sole	2025-05-01
2024-12-31	$7,701,214	32,051	+40.1%	Shares	Sole	2025-02-04
2024-09-30	$5,427,839	22,882	-1.3%	Shares	Sole	2024-10-08
2024-06-30	$5,054,167	23,180	-1.8%	Shares	Sole	2024-07-10
2024-03-31	$5,395,638	23,604	+8.2%	Shares	Sole	2024-04-05
2023-12-31	$4,654,220	21,817	+26.9%	Shares	Sole	2024-02-01
2023-09-30	$3,250,302	17,191	+3.5%	Shares	Sole	2023-10-11
2023-06-30	$3,304,159	16,613	+51.0%	Shares	Sole	2023-08-03
2023-03-31	$2,085,918	11,004	+46.3%	Shares	Sole	2023-05-01
2022-12-31	$1,380,404	7,521	+9.3%	Shares	Sole	2023-02-01
2022-09-30	$1,176,373	6,883	-1.4%	Shares	Sole	2022-10-27
2022-06-30	$1,229,247	6,980	-19.5%	Shares	Sole	2022-07-28
2022-03-31	$1,843,398	8,674	+36.9%	Shares	Sole	2022-04-21
2021-12-31	$1,431,999	6,336	+28.1%	Shares	Sole	2022-01-31
2021-06-30	$1,114,009	4,945	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,058,625	4,945	0.0%	Shares	Sole	2021-09-15
2020-12-31	$962,692	4,945	0.0%	Shares	Sole	2021-09-15
2020-09-30	$760,541	4,945	0.0%	Shares	Sole	2021-09-15
2020-06-30	$720,585	4,945	0.0%	Shares	Sole	2021-09-15
2020-03-31	$570,850	4,945	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.