Valtinson Bruner Financial Planning LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1761450
NEW BRIGHTON, MN
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,623,149
-$367,667 QoQ
Shares Held
17,651
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.76%
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 | $4,623,149 | 17,651 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,990,816 | 19,348 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,900,738 | 19,273 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,452,087 | 14,567 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,605,119 | 11,748 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,395,396 | 14,131 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,394,000 | 14,308 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,881,616 | 13,216 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,960,697 | 12,952 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,049,461 | 9,607 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,805,807 | 9,551 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,719,404 | 8,645 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,574,674 | 8,307 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,999,484 | 10,894 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,917,952 | 11,222 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,481,742 | 14,092 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,813,858 | 8,535 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,106,865 | 9,322 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,126,347 | 9,724 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,801,338 | 7,996 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,567,279 | 7,321 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,339,398 | 6,880 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $949,561 | 6,174 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $330,347 | 2,267 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $251,082 | 2,175 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||