Elk River Wealth Management LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1844107 DENVER, CO

Position in VB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$732,337

+$99,539 QoQ

Shares Held

2,416

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#357

of 556 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,337	2,416	0.0%	Shares	Sole	2026-08-12
2026-03-31	$632,798	2,416	0.0%	Shares	Sole	2026-04-17
2025-12-31	$623,207	2,416	0.0%	Shares	Sole	2026-02-06
2025-09-30	$614,340	2,416	+5.3%	Shares	Sole	2025-10-23
2025-06-30	$543,869	2,295	-0.2%	Shares	Sole	2025-07-11
2025-03-31	$510,025	2,300	+0.2%	Shares	Sole	2025-04-11
2024-12-31	$551,442	2,295	0.0%	Shares	Sole	2025-02-03
2024-09-30	$544,396	2,295	0.0%	Shares	Sole	2024-10-11
2024-06-30	$500,401	2,295	0.0%	Shares	Sole	2024-07-31
2024-03-31	$524,614	2,295	-12.6%	Shares	Sole	2024-04-15
2023-12-31	$560,417	2,627	0.0%	Shares	Sole	2024-01-18
2023-09-30	$496,686	2,627	0.0%	Shares	Sole	2023-10-10
2023-06-30	$522,484	2,627	-0.1%	Shares	Sole	2023-07-17
2023-03-31	$498,353	2,629	0.0%	Shares	Sole	2023-04-12
2022-12-31	$482,526	2,629	0.0%	Shares	Sole	2023-01-20
2022-09-30	$449,322	2,629	0.0%	Shares	Sole	2022-10-17
2022-06-30	$462,993	2,629	0.0%	Shares	Sole	2022-07-12
2022-03-31	$558,715	2,629	0.0%	Shares	Sole	2022-04-18
2021-12-31	$594,180	2,629	0.0%	Shares	Sole	2022-02-11
2021-09-30	$574,883	2,629	0.0%	Shares	Sole	2021-11-15
2021-06-30	$592,261	2,629	+0.2%	Shares	Sole	2021-07-22
2021-03-31	$561,531	2,623	0.0%	Shares	Sole	2021-04-27
2020-12-31	$510,645	2,623	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.