Yukon Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2065849
Overland Park, KS
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$225,775
+$3,423 QoQ
Shares Held
862
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,775 | 862 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $222,352 | 862 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $219,189 | 862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,276 | 862 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||