TCV Trust & Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1135439
RICHMOND, VA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$44,630,382
+$307,866 QoQ
Shares Held
170,397
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,630,382 | 170,397 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $44,322,516 | 171,826 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $43,194,034 | 169,868 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $40,576,426 | 171,223 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $38,302,212 | 172,727 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $41,898,583 | 174,374 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $41,585,521 | 175,311 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $38,310,063 | 175,702 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $40,414,711 | 176,800 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $38,148,523 | 178,824 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $33,897,792 | 179,287 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $35,638,502 | 179,187 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $33,946,214 | 179,079 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $33,062,161 | 180,136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $30,627,413 | 179,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,819,425 | 175,001 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,165,590 | 170,175 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $38,225,522 | 169,132 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $37,088,618 | 169,610 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $37,943,234 | 168,427 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $36,710,438 | 171,480 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $34,645,641 | 177,962 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $27,949,458 | 181,726 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $26,583,553 | 182,429 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $20,757,727 | 179,814 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||