MBE Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1775850
TOMAH, WI
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$25,973,558
-$67,010 QoQ
Shares Held
99,166
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,973,558 | 99,166 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,040,568 | 100,952 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,206,013 | 99,127 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $23,871,232 | 100,731 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $21,363,838 | 96,342 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $27,290,041 | 113,576 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $27,746,453 | 116,970 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $25,498,469 | 116,944 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $26,386,143 | 115,430 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $32,817,620 | 153,835 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,772,294 | 152,178 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $29,488,226 | 148,264 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $26,568,919 | 140,161 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $25,547,850 | 139,195 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $22,734,619 | 133,021 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $22,343,604 | 126,873 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $27,027,018 | 127,174 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $29,151,447 | 128,983 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $26,700,919 | 122,106 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $25,429,381 | 112,879 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,214,015 | 10,342 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $77,922 | 675 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||