HOHIMER WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802533
SEATTLE, WA
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,469,119
+$232,693 QoQ
Shares Held
9,427
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,469,119 | 9,427 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,236,426 | 8,670 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,196,724 | 8,639 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,018,832 | 8,519 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,862,034 | 8,397 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,867,215 | 7,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,746,814 | 7,364 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,579,917 | 7,246 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,710,310 | 7,482 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,523,176 | 7,140 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,263,932 | 6,685 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $551,323 | 2,772 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $258,559 | 1,364 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $678,341 | 3,969 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $698,980 | 3,969 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $843,491 | 3,969 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $897,033 | 3,969 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||