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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
2026-03-31 $25,973,558 99,166
2025-12-31 $26,040,568 100,952
2025-09-30 $25,206,013 99,127
2025-06-30 $23,871,232 100,731
2025-03-31 $21,363,838 96,342
2024-12-31 $27,290,041 113,576
2024-09-30 $27,746,453 116,970
2024-06-30 $25,498,469 116,944
2024-03-31 $26,386,143 115,430
2023-12-31 $32,817,620 153,835
2023-09-30 $28,772,294 152,178
2023-06-30 $29,488,226 148,264
2023-03-31 $26,568,919 140,161
2022-12-31 $25,547,850 139,195
2022-09-30 $22,734,619 133,021
2022-06-30 $22,343,604 126,873
2022-03-31 $27,027,018 127,174
2021-12-31 $29,151,447 128,983
2021-09-30 $26,700,919 122,106
2021-06-30 $25,429,381 112,879
2021-03-31 $2,214,015 10,342
2020-03-31 $77,922 675