Tandem Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2049157
GREENWOOD VILLAGE, CO
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,862,355
+$638,906 QoQ
Shares Held
12,742
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#199
of 556 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,862,355 | 12,742 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,223,449 | 12,307 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||