Midwestern Financial, LLC /IA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2083276
IOWA CITY, IA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$556,528
+$76,953 QoQ
Shares Held
1,836
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#390
of 556 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,528 | 1,836 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $479,575 | 1,831 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $470,500 | 1,824 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $460,755 | 1,812 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $427,985 | 1,806 | Shares | Sole | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||