TD PRIVATE CLIENT WEALTH LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1551017
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$14,762,858
+$61,256 QoQ
Shares Held
56,364
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,762,858 | 56,364 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $14,701,602 | 56,994 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $13,811,218 | 54,315 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,160,154 | 51,313 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $10,418,923 | 46,985 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $9,704,428 | 40,388 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,934,989 | 37,667 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $7,040,075 | 32,288 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,071,203 | 30,934 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $5,665,618 | 26,558 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,503,260 | 29,107 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,962,087 | 19,921 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,788,925 | 19,988 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $3,581,966 | 19,516 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,579,373 | 15,092 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,799,444 | 15,896 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,173,986 | 14,935 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $3,061,531 | 13,546 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $3,839,407 | 17,558 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $3,608,985 | 16,020 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,067,124 | 14,327 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,703,131 | 13,885 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,053,383 | 13,351 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,927,438 | 13,227 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,520,344 | 13,170 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||