Pinnacle Wealth Planning Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1726752
MANSFIELD, OH
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$954,174
+$25,039 QoQ
Shares Held
3,643
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $954,174 | 3,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $929,135 | 3,602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $932,444 | 3,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $869,716 | 3,670 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $801,848 | 3,616 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $828,485 | 3,448 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||