BKM Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2007263
BROOKFIELD, WI
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$274,754
+$554 QoQ
Shares Held
1,049
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,754 | 1,049 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $274,200 | 1,063 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $270,299 | 1,063 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $251,909 | 1,063 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $235,720 | 1,063 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $255,417 | 1,063 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $257,610 | 1,086 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $236,791 | 1,086 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $252,591 | 1,105 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $333,221 | 1,562 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||