Steffes Financial, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2110878
OVERLAND PARK, KS
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,297,043
+$568,110 QoQ
Shares Held
7,578
+14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
#242
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,043 | 7,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,728,933 | 6,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,724,137 | 6,684 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||