Legacy Financial Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1834011 DES MOINES, IA

Position in VB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$37,687,144

+$640,881 QoQ

Shares Held

143,888

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

27.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,687,144	143,888	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$37,046,263	143,618	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$36,845,426	144,901	+0.9%	Shares	Sole	2026-01-06
2025-06-30	$34,032,697	143,610	+6.5%	Shares	Sole	2025-07-15
2025-03-31	$29,912,301	134,892	-1.7%	Shares	Sole	2025-04-10
2024-12-31	$32,982,755	137,268	-4.1%	Shares	Sole	2025-01-22
2024-09-30	$33,954,476	143,141	+1.2%	Shares	Sole	2024-10-15
2024-06-30	$30,841,758	141,450	+1.2%	Shares	Sole	2024-07-17
2024-03-31	$31,947,738	139,760	+1704.1%	Shares	Sole	2024-04-10
2023-12-31	$1,652,667	7,747	-94.6%	Shares	Sole	2024-01-22
2023-09-30	$27,303,220	144,408	+3.1%	Shares	Sole	2023-10-24
2023-06-30	$27,846,191	140,008	-5.3%	Shares	Sole	2023-07-24
2023-03-31	$28,016,020	147,795	-2.1%	Shares	Sole	2023-04-21
2022-12-31	$27,698,755	150,914	-1.7%	Shares	Sole	2023-01-26
2022-09-30	$26,229,728	153,471	+0.8%	Shares	Sole	2022-10-13
2022-06-30	$26,819,439	152,288	+2.9%	Shares	Sole	2022-07-08
2022-03-31	$31,464,861	148,056	+25.6%	Shares	Sole	2022-04-12
2021-12-31	$26,635,278	117,850	-18.5%	Shares	Sole	2022-01-20
2021-09-30	$31,600,657	144,513	+4.5%	Shares	Sole	2021-10-22
2021-06-30	$31,153,520	138,288	+9.6%	Shares	Sole	2021-07-20
2021-03-31	$27,023,318	126,230	+11.8%	Shares	Sole	2021-04-26
2020-12-31	$21,984,628	112,927	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.