Winter & Associates, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2109063
ST. PAUL, MN
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,308,049
+$982,888 QoQ
Shares Held
12,630
+40.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,308,049 | 12,630 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,325,161 | 9,014 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||