Van Hulzen Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1600145
EL DORADO HILLS, CA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$343,434
-$7,538 QoQ
Shares Held
1,133
-15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 556 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,434 | 1,133 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $350,972 | 1,340 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $361,645 | 1,402 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $255,297 | 1,004 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $237,690 | 1,003 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,415 | 1,003 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $241,000 | 1,003 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $237,921 | 1,003 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,694 | 1,003 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $232,704 | 1,018 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $231,249 | 1,084 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||