LPWM LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1801101 MINNEAPOLIS, MN

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$660,824

+$53,610 QoQ

Shares Held

2,523

+7.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$660,824	2,523	+7.2%	Shares	Sole	2026-04-09
2025-12-31	$607,214	2,354	+13.7%	Shares	Sole	2026-01-06
2025-09-30	$526,359	2,070	+4.0%	Shares	Sole	2025-10-17
2025-06-30	$471,590	1,990	-3.7%	Shares	Sole	2025-07-08
2025-03-31	$458,135	2,066	-1.6%	Shares	Sole	2025-04-14
2024-12-31	$504,588	2,100	0.0%	Shares	Sole	2025-01-14
2024-09-30	$498,141	2,100	0.0%	Shares	Sole	2024-10-07
2024-06-30	$457,884	2,100	0.0%	Shares	Sole	2024-07-15
2024-03-31	$480,039	2,100	+2.9%	Shares	Sole	2024-04-15
2023-12-31	$435,193	2,040	-1.7%	Shares	Sole	2024-01-12
2023-09-30	$392,509	2,076	0.0%	Shares	Sole	2023-10-10
2023-06-30	$412,895	2,076	-2.8%	Shares	Sole	2023-07-14
2023-03-31	$404,900	2,136	+22.5%	Shares	Sole	2023-04-10
2022-12-31	$320,093	1,744	-3.8%	Shares	Sole	2023-01-25
2022-09-30	$309,688	1,812	0.0%	Shares	Sole	2022-11-08
2022-06-30	$319,111	1,812	0.0%	Shares	Sole	2022-08-15
2022-03-31	$385,086	1,812	-1.6%	Shares	Sole	2022-04-13
2021-12-31	$416,310	1,842	0.0%	Shares	Sole	2022-02-14
2021-09-30	$402,790	1,842	-0.5%	Shares	Sole	2021-10-13
2021-06-30	$417,218	1,852	+1.9%	Shares	Sole	2021-08-13
2021-03-31	$388,983	1,817	+2.5%	Shares	Sole	2021-05-17
2020-12-31	$345,167	1,773	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$272,072	1,769	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$257,341	1,766	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.