Ellenbecker Investment Group
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1731497
WAUKESHA, WI
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$54,297,325
+$2,295,379 QoQ
Shares Held
207,305
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.17%
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 | $54,297,325 | 207,305 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,001,946 | 201,597 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $50,594,854 | 198,973 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $47,497,190 | 200,427 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $45,356,966 | 204,541 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $55,161,319 | 229,571 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $61,198,519 | 257,993 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $54,113,821 | 248,183 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $55,328,837 | 242,044 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $49,497,893 | 232,025 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $42,254,876 | 223,488 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $43,372,340 | 218,072 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $39,393,411 | 207,815 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $35,721,472 | 194,625 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $32,474,609 | 190,010 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $32,456,896 | 184,299 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $35,821,096 | 168,554 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $36,284,775 | 160,545 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $34,024,177 | 155,596 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $32,210,984 | 142,982 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $29,063,072 | 135,758 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $25,080,819 | 128,831 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $15,915,377 | 103,481 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $10,606,084 | 72,784 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $7,618,578 | 65,996 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||