Johnson Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1706327
Denver, CO
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$43,106,007
-$1,461,304 QoQ
Shares Held
164,577
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $43,106,007 | 164,577 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,567,311 | 172,775 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,014,873 | 114,106 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $26,404,548 | 111,421 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,512,781 | 115,052 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $25,952,402 | 108,009 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $26,703,441 | 112,573 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $24,163,192 | 110,820 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $44,848,215 | 196,195 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $41,367,033 | 193,911 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,840,650 | 205,430 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,735,835 | 199,788 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $39,310,194 | 207,376 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,180,322 | 197,125 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $26,742,971 | 156,474 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,297,646 | 189,073 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $39,186,350 | 184,389 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $38,478,880 | 170,253 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,411,660 | 157,368 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,441,167 | 130,687 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $28,048,761 | 131,020 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $24,562,386 | 126,168 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $14,999,037 | 97,523 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,779,068 | 101,421 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,393,589 | 29,397 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||