Weitzel Financial Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1846789
DUBUQUE, IA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$429,810
+$6,515 QoQ
Shares Held
1,641
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
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%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,810 | 1,641 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $423,295 | 1,641 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $426,427 | 1,677 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $386,751 | 1,632 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $361,896 | 1,632 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $392,136 | 1,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,903 | 1,669 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $364,562 | 1,672 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $382,202 | 1,672 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $356,687 | 1,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $353,749 | 1,871 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $401,956 | 2,021 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $383,100 | 2,021 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $373,136 | 2,033 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $348,314 | 2,038 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $358,912 | 2,038 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $953,364 | 4,486 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,045,070 | 4,624 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,007,850 | 4,609 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,584,000 | 1,009,305 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,141,474 | 5,332 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $912,659 | 4,688 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||