Downshift Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2118380
BOULDER, CO
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,875,403
+$242,594 QoQ
Shares Held
6,187
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.12%
of 13F equity value
Holder Rank
#258
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 | $1,875,403 | 6,187 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,632,809 | 6,234 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,249,509 | 4,844 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||