BLUESTEM FINANCIAL ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1820680
SAVOY, IL
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$32,368,073
+$1,130,586 QoQ
Shares Held
123,580
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
42.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $32,368,073 | 123,580 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $31,237,487 | 121,099 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,779,322 | 121,045 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $27,715,758 | 116,954 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $26,044,759 | 117,451 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,309,984 | 113,659 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,968,167 | 113,689 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,729,660 | 113,418 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $25,524,359 | 111,660 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $21,432,411 | 100,466 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,165,449 | 106,656 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,602,219 | 103,586 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $19,696,231 | 103,905 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $18,640,505 | 101,561 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $16,984,523 | 99,377 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $17,232,011 | 97,848 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $18,798,031 | 88,453 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $20,388,362 | 90,210 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $19,875,572 | 90,893 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $19,886,141 | 88,273 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $21,190,494 | 98,984 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $20,226,473 | 103,896 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $15,685,446 | 101,986 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $14,387,227 | 98,732 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,899,324 | 103,078 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||