Walkner Condon Financial Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1817494
MADISON, WI
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,159,048
+$279,078 QoQ
Shares Held
23,515
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.48%
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 | $6,159,048 | 23,515 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,879,970 | 22,795 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,661,035 | 22,263 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,418,310 | 22,864 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,424,670 | 24,463 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,123,295 | 25,484 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,087,520 | 25,663 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,477,818 | 25,123 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,588,796 | 24,449 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,083,013 | 23,827 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,185,064 | 22,135 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,380,552 | 22,025 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,197,237 | 22,142 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,008,330 | 21,839 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,710,968 | 21,713 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,497,720 | 19,861 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,963,072 | 18,648 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,966,701 | 17,551 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,456,057 | 20,378 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,483,297 | 19,901 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,696,947 | 17,269 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $2,980,161 | 15,308 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,547,997 | 10,065 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $552,715 | 3,793 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $503,549 | 4,362 | Shares | Sole | 2020-08-26 | |
| No filing history on record for this holder in this stock. | ||||||