Pasadena Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1760578
PASADENA, CA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$242,496
+$33,484 QoQ
Shares Held
800
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#478
of 556 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,496 | 800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $209,012 | 798 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $244,020 | 946 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $303,101 | 1,192 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $285,086 | 1,203 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $264,547 | 1,193 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $438,270 | 1,824 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $232,228 | 979 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||