Leeward Financial Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1735201
Bellevue, WA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,275,645
-$1,149,476 QoQ
Shares Held
39,232
-11.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 | $10,275,645 | 39,232 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,425,121 | 44,292 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,090,930 | 43,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,705,752 | 40,956 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,759,790 | 39,503 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,886,034 | 36,982 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,597,599 | 32,029 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,838,606 | 31,364 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,874,615 | 30,074 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,902,627 | 27,669 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,332,152 | 28,202 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,780,917 | 24,038 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,802,004 | 20,057 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,524,335 | 19,202 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,401,787 | 25,755 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,528,492 | 25,714 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,550,384 | 26,117 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,976,382 | 26,443 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||