Michels Family Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2053733
FORT WORTH, TX
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,589
+$34,458 QoQ
Shares Held
830
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#473
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,589 | 830 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,131 | 829 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $219,773 | 852 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $215,120 | 846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $271,105 | 1,144 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $257,008 | 1,159 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $277,763 | 1,156 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||