Quadrant Private Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1727454
Center Valley, PA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,254,596
+$111,620 QoQ
Shares Held
4,790
+8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,596 | 4,790 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,142,976 | 4,431 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,127,731 | 4,435 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $948,156 | 4,001 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $504,481 | 2,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $609,350 | 2,536 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $476,080 | 2,007 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $437,824 | 2,008 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $259,949 | 1,307 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $332,109 | 1,752 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $321,562 | 1,752 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $208,162 | 1,182 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||