Pacific Center for Financial Services
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1698222
SAN RAMON, CA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$164,747
+$20,811 QoQ
Shares Held
629
+12.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,747 | 629 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $143,936 | 558 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,888 | 558 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $132,234 | 558 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $123,736 | 558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $134,076 | 558 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $132,363 | 558 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $121,666 | 558 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $127,553 | 558 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $119,038 | 558 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $105,501 | 558 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $110,980 | 558 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $105,774 | 558 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $61,014 | 357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,871 | 357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $75,869 | 357 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $80,685 | 357 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $78,065 | 357 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $80,424 | 357 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $76,426 | 357 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $69,500 | 357 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $54,906 | 357 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $52,022 | 357 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,212 | 357 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||