Goelzer Investment Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1550057
CARMEL, IN
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,478,810
-$88,824 QoQ
Shares Held
9,464
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
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 | $2,478,810 | 9,464 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,567,634 | 9,954 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,657,480 | 10,451 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,475,730 | 10,447 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,316,622 | 10,447 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,510,205 | 10,447 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,539,807 | 10,707 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,391,462 | 10,968 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,160,485 | 13,826 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,199,310 | 14,997 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,832,268 | 14,980 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,930,047 | 14,732 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,808,710 | 14,817 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,740,986 | 14,934 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,151,756 | 12,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,412,754 | 8,022 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,146,970 | 5,397 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,219,775 | 5,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,215,149 | 5,557 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,251,880 | 5,557 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,240,807 | 5,796 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,135,957 | 5,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $916,340 | 5,958 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $877,380 | 6,021 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,070,359 | 9,272 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||