Madison Wealth Partners, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844424
MADISON, WI
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,194,899
+$254,607 QoQ
Shares Held
3,942
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#292
of 556 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,899 | 3,942 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $940,292 | 3,590 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $730,514 | 2,832 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $486,437 | 1,913 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $459,504 | 1,939 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $432,856 | 1,952 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $468,546 | 1,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $461,136 | 1,944 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $301,549 | 1,383 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $325,054 | 1,422 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $303,355 | 1,422 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $268,857 | 1,422 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $282,821 | 1,422 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $302,348 | 1,595 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $303,208 | 1,652 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $297,212 | 1,739 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $306,255 | 1,739 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $328,343 | 1,545 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $320,482 | 1,418 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $310,074 | 1,418 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $319,447 | 1,418 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $267,385 | 1,249 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $243,155 | 1,249 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||