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Whelan Financial

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1894921 FRESNO, CA

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$33,827,491
+$438,443 QoQ
Shares Held
129,152
-0.2% QoQ
Ownership
of shares outstanding
% of Portfolio
31.93%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $33,827,491 129,152
2025-12-31 $33,389,048 129,440
2025-09-30 $32,950,619 129,584
2025-06-30 $31,061,916 131,074
2025-03-31 $28,998,469 130,771
2024-12-31 $31,622,529 131,607
2024-09-30 $31,598,981 133,211
2024-06-30 $28,620,366 131,262
2024-03-31 $29,289,236 128,130
2023-12-31 $28,081,481 131,634
2023-09-30 $24,446,561 129,299
2023-06-30 $24,981,379 125,604
2023-03-31 $23,185,273 122,311
2022-12-31 $20,442,318 111,378
2022-09-30 $19,668,835 115,083
2022-06-30 $18,816,649 106,846
2022-03-31 $23,973,531 112,806
2021-12-31 $23,481,760 103,897
2021-09-30 $11,184,751 51,149