Mokosak Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1713112
URBANDALE, IA
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,793,659
+$159,588 QoQ
Shares Held
18,302
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
35.76%
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%
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 | $4,793,659 | 18,302 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,634,071 | 17,965 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,417,860 | 17,374 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,107,811 | 17,334 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,816,761 | 17,212 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,089,325 | 17,019 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,097,091 | 17,272 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,898,555 | 17,880 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,090,846 | 17,896 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,809,433 | 17,857 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,324,985 | 17,586 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,437,415 | 17,283 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,254,745 | 17,170 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,043,276 | 16,581 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,957,255 | 17,303 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,543,556 | 14,443 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,907,911 | 13,683 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,006,611 | 13,303 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,898,252 | 13,254 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,046,686 | 13,524 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,809,800 | 13,125 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,847,973 | 14,629 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,160,582 | 14,048 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,071,409 | 14,215 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,686,578 | 14,610 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||