Bernicke Wealth Management, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1569863
ALTOONA, WI
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$688,991
+$93,647 QoQ
Shares Held
2,273
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#362
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,991 | 2,273 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $595,344 | 2,273 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $586,320 | 2,273 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||