COZAD ASSET MANAGEMENT INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 709428
CHAMPAIGN, IL
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,571,923
+$1,372,780 QoQ
Shares Held
31,578
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#128
of 556 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,571,923 | 31,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,199,143 | 31,304 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $8,071,255 | 31,290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,572,458 | 29,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,007,972 | 29,572 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,544,507 | 29,513 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,900,841 | 28,720 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,304,330 | 26,577 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,836,494 | 26,768 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,085,522 | 26,622 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,592,019 | 26,213 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,933,025 | 26,091 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,089,992 | 25,592 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,645,167 | 24,505 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,420,010 | 24,082 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,072,785 | 23,830 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,331,425 | 24,595 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,176,137 | 24,356 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,525,266 | 24,447 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,744,460 | 26,270 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,564,190 | 24,699 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,374,478 | 25,105 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,630,853 | 23,787 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,573,850 | 23,237 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,266,605 | 22,417 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||