Ownership history in Johnson Financial Group, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Johnson Financial Group, LLC reported a position in Vanguard Index Funds 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 172,775 | +58,669 | +51.4% | 2.76% | $44.6M | $257.95 |
| 2025 Q3 | ADDED | 114,106 | +2,685 | +2.4% | 2.65% | $29.0M | $253.38 |
| 2025 Q2 | REDUCED | 111,421 | -3,631 | -3.2% | 2.50% | $26.4M | $235.40 |
| 2025 Q1 | ADDED | 115,052 | +7,043 | +6.5% | 2.69% | $25.5M | $219.54 |
| 2024 Q4 | REDUCED | 108,009 | -4,564 | -4.1% | 3.04% | $26.0M | $236.92 |
| 2024 Q3 | ADDED | 112,573 | +1,753 | +1.6% | 3.25% | $26.7M | $233.03 |
| 2024 Q2 | REDUCED | 110,820 | -85,375 | -43.5% | 3.16% | $24.2M | $213.56 |
| 2024 Q1 | ADDED | 196,195 | +2,284 | +1.2% | 5.66% | $44.8M | $223.02 |
| 2023 Q4 | REDUCED | 193,911 | -11,519 | -5.6% | 5.29% | $41.4M | $207.51 |
| 2023 Q3 | ADDED | 205,430 | +5,642 | +2.8% | 5.55% | $38.8M | $182.97 |
As of 2025 Q4 — sorted by position size