VB — VANGUARD SMALL-CAP ETF

Ownership history in Christopher J. Hasenberg, Inc  ·  2 quarters on record

This page tracks every 13F SEC filing in which Christopher J. Hasenberg, Inc reported a position in VANGUARD SMALL-CAP ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.27% (2024 Q4)
Avg. % of fund
5.14%
First filed
2024 Q4
Last filed
2025 Q1
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 21 -106,012 -100.0% 0.00% $5K $219.54
2024 Q4 INITIATED 106,033 — — 10.27% $25.5M $236.92
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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