Heck Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2046227
Rhinelander, WI
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$626,250
+$10,524 QoQ
Shares Held
2,391
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
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 | $626,250 | 2,391 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $615,726 | 2,387 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $604,932 | 2,379 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $933,701 | 3,940 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $259,447 | 1,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $279,926 | 1,165 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $274,451 | 1,157 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $251,400 | 1,153 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $263,564 | 1,153 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $245,329 | 1,150 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $216,296 | 1,144 | Shares | Sole | 2025-05-19 | |
| 2023-06-30 | $226,535 | 1,139 | Shares | Sole | 2025-05-19 | |
| 2023-03-31 | $471,435 | 2,487 | Shares | Sole | 2025-05-19 | |
| 2022-12-31 | $454,628 | 2,477 | Shares | Sole | 2025-05-19 | |
| 2022-09-30 | $336,350 | 1,968 | Shares | Sole | 2025-05-20 | |
| 2022-06-30 | $345,351 | 1,961 | Shares | Sole | 2025-05-19 | |
| 2022-03-31 | $415,264 | 1,954 | Shares | Sole | 2025-05-19 | |
| 2021-12-31 | $441,171 | 1,952 | Shares | Sole | 2025-05-19 | |
| 2021-09-30 | $424,875 | 1,943 | Shares | Sole | 2025-05-19 | |
| 2021-06-30 | $436,592 | 1,938 | Shares | Sole | 2025-05-19 | |
| 2021-03-31 | $356,443 | 1,665 | Shares | Sole | 2025-05-19 | |
| 2020-12-31 | $324,142 | 1,665 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||