Wealth Management Nebraska
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2042783
Norfolk, NE
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$525,935
+$7,972 QoQ
Shares Held
2,008
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525,935 | 2,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $517,963 | 2,008 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $499,914 | 1,966 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $465,902 | 1,966 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $419,107 | 1,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $453,408 | 1,887 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||