NORTHWEST WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1695344
SPENCER, IA
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$460,717
-$98,776 QoQ
Shares Held
1,759
-18.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,717 | 1,759 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $559,493 | 2,169 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $590,438 | 2,322 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $550,267 | 2,322 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $508,694 | 2,294 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $550,962 | 2,293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $574,759 | 2,423 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $571,700 | 2,622 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $605,306 | 2,648 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $581,537 | 2,726 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $516,728 | 2,733 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $548,140 | 2,756 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $712,935 | 3,761 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $585,492 | 3,190 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $555,115 | 3,248 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $581,163 | 3,300 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $745,732 | 3,509 | Shares | Sole | 2022-04-29 | |
| 2020-03-31 | $258,701 | 2,241 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||