Pinnacle Wealth Management Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1631864
RED BANK, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$42,872,899
+$2,036,835 QoQ
Shares Held
163,687
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
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 | $42,872,899 | 163,687 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $40,836,064 | 158,310 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $39,529,860 | 155,458 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $34,633,205 | 146,144 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $31,953,288 | 144,096 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $33,012,549 | 137,392 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $30,671,253 | 129,300 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $26,662,803 | 122,284 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $26,781,604 | 117,160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $23,761,975 | 111,386 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,301,760 | 112,666 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $22,031,244 | 110,771 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $20,246,334 | 106,807 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,412,658 | 105,768 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,448,692 | 125,497 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,460,859 | 110,504 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $26,590,077 | 125,118 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $25,165,761 | 111,348 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $22,669,081 | 103,668 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $23,320,985 | 103,520 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $21,916,440 | 102,375 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,687,209 | 101,126 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $15,852,166 | 103,070 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,356,917 | 98,524 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $7,460,425 | 64,626 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||