PRIVATE CLIENT SERVICES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1457005
LOUISVILLE, KY
Position in VB
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$6,285,294
+$722,345 QoQ
Shares Held
23,997
+11.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,285,294 | 23,997 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,562,949 | 21,566 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,638,830 | 18,243 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,912,958 | 12,292 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,050,300 | 9,246 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,364,790 | 5,680 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,899,103 | 8,006 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,649,472 | 7,565 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,711,681 | 7,488 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,318,897 | 10,870 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||