KWMG, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1633024 OVERLAND PARK, KS

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$422,738

+$10,276 QoQ

Shares Held

1,614

+0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$422,738	1,614	+0.9%	Shares	Sole	2026-04-09
2025-12-31	$412,462	1,599	+21.9%	Shares	Sole	2026-01-16
2025-09-30	$333,615	1,312	-3.8%	Shares	Sole	2025-10-08
2025-06-30	$323,240	1,364	+4.3%	Shares	Sole	2025-07-15
2025-03-31	$290,049	1,308	-3.4%	Shares	Sole	2025-04-09
2024-12-31	$325,339	1,354	-0.9%	Shares	Sole	2025-01-13
2024-09-30	$324,028	1,366	-1.2%	Shares	Sole	2024-10-07
2024-06-30	$301,331	1,382	-3.7%	Shares	Sole	2024-07-12
2024-03-31	$328,026	1,435	-14.1%	Shares	Sole	2024-04-15
2023-12-31	$356,474	1,671	-3.8%	Shares	Sole	2024-01-11
2023-09-30	$328,414	1,737	-9.7%	Shares	Sole	2023-10-10
2023-06-30	$382,465	1,923	-17.7%	Shares	Sole	2023-07-10
2023-03-31	$443,001	2,337	+2.5%	Shares	Sole	2023-04-06
2022-12-31	$418,287	2,279	-18.1%	Shares	Sole	2023-01-10
2022-09-30	$475,300	2,781	+11.9%	Shares	Sole	2022-10-26
2022-06-30	$437,809	2,486	-7.0%	Shares	Sole	2022-07-12
2022-03-31	$568,065	2,673	+7.8%	Shares	Sole	2022-04-25
2021-12-31	$560,504	2,480	+3.6%	Shares	Sole	2022-01-20
2021-09-30	$523,277	2,393	-2.0%	Shares	Sole	2021-10-07
2021-06-30	$550,133	2,442	+0.7%	Shares	Sole	2021-07-13
2021-03-31	$519,144	2,425	-5.4%	Shares	Sole	2021-04-12
2020-12-31	$499,159	2,564	-1.1%	Shares	Sole	2021-01-25
2020-09-30	$398,803	2,593	-1.4%	Shares	Sole	2020-10-07
2020-06-30	$383,389	2,631	+5.8%	Shares	Sole	2020-07-27
2020-03-31	$287,099	2,487	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.