Nikulski Financial, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1729847 BETTENDORF, IA

Position in VB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$367,211

-$116,187 QoQ

Shares Held

1,402

-25.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$367,211	1,402	-25.2%	Shares	Sole	2026-05-15
2025-12-31	$483,398	1,874	-15.0%	Shares	Sole	2026-01-15
2025-09-30	$560,433	2,204	-2.7%	Shares	Sole	2025-11-05
2025-06-30	$536,522	2,264	-2.2%	Shares	Sole	2025-08-15
2025-03-31	$513,129	2,314	-4.7%	Shares	Sole	2025-05-01
2024-12-31	$583,640	2,429	-3.0%	Shares	Sole	2025-01-21
2024-09-30	$593,973	2,504	+2.5%	Shares	Sole	2024-10-28
2024-06-30	$532,889	2,444	0.0%	Shares	Sole	2024-07-30
2024-03-31	$558,673	2,444	+4.0%	Shares	Sole	2024-04-18
2023-12-31	$501,112	2,349	-7.8%	Shares	Sole	2024-02-01
2023-09-30	$481,939	2,549	+12.8%	Shares	Sole	2023-10-17
2023-06-30	$449,292	2,259	-1.3%	Shares	Sole	2023-07-28
2023-03-31	$433,902	2,289	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$414,616	2,259	0.0%	Shares	Sole	2023-01-25
2022-09-30	$386,085	2,259	-3.6%	Shares	Sole	2022-10-20
2022-06-30	$412,801	2,344	+16.1%	Shares	Sole	2022-07-19
2022-03-31	$429,077	2,019	-1.7%	Shares	Sole	2022-04-08
2021-12-31	$464,224	2,054	0.0%	Shares	Sole	2022-02-01
2021-09-30	$449,148	2,054	+20.2%	Shares	Sole	2021-11-05
2021-06-30	$385,003	1,709	+32.1%	Shares	Sole	2021-08-11
2021-03-31	$277,019	1,294	0.0%	Shares	Sole	2021-05-14
2020-12-31	$251,915	1,294	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.