JNBA Financial Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1569118
BLOOMINGTON, MN
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$7,751,522
-$198,754 QoQ
Shares Held
29,595
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.99%
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 | $7,751,522 | 29,595 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,950,276 | 30,821 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,801,564 | 30,681 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,397,804 | 31,217 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,969,140 | 8,880 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,887,399 | 7,855 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,887,479 | 7,957 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,896,948 | 8,700 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,031,022 | 8,885 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,020,235 | 9,470 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,807,320 | 9,559 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,923,465 | 9,671 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,847,830 | 9,748 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,809,704 | 9,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,725,678 | 10,097 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,783,642 | 10,128 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,175,779 | 10,238 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,955,758 | 13,078 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,918,807 | 13,348 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,242,004 | 14,391 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,099,450 | 14,478 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,883,405 | 14,811 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,400,510 | 15,608 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,330,354 | 15,992 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,933,273 | 16,747 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||