MA Private Wealth

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1767474 SAN CARLOS, CA

Position in VB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$804,618

+$2,910 QoQ

Shares Held

3,072

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$804,618	3,072	-1.2%	Shares	Sole	2026-05-07
2025-12-31	$801,708	3,108	-3.4%	Shares	Sole	2026-02-03
2025-09-30	$817,764	3,216	-37.4%	Shares	Sole	2025-11-06
2025-06-30	$1,216,892	5,135	-37.8%	Shares	Sole	2025-07-24
2025-03-31	$1,832,098	8,262	-0.5%	Shares	Sole	2025-05-01
2024-12-31	$1,995,044	8,303	-1.0%	Shares	Sole	2025-01-24
2024-09-30	$1,989,243	8,386	-24.5%	Shares	Sole	2024-10-23
2024-06-30	$2,421,334	11,105	-8.7%	Shares	Sole	2024-08-05
2024-03-31	$2,779,197	12,158	-15.0%	Shares	Sole	2024-04-30
2023-12-31	$3,051,898	14,306	-20.7%	Shares	Sole	2024-02-13
2023-09-30	$3,410,822	18,040	-60.0%	Shares	Sole	2023-10-27
2023-06-30	$8,980,082	45,151	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$8,546,691	45,087	-15.7%	Shares	Sole	2023-05-04
2022-12-31	$9,811,681	53,458	-16.7%	Shares	Sole	2023-02-07
2022-09-30	$10,969,687	64,184	+0.6%	Shares	Sole	2022-10-25
2022-06-30	$11,238,283	63,814	-8.1%	Shares	Sole	2022-07-14
2022-03-31	$14,749,525	69,403	-16.6%	Shares	Sole	2022-05-04
2021-12-31	$18,803,127	83,196	+7.5%	Shares	Sole	2022-01-19
2021-09-30	$16,919,153	77,373	+53.0%	Shares	Sole	2021-11-02
2021-06-30	$11,391,733	50,567	+2.6%	Shares	Sole	2021-07-22
2021-03-31	$10,547,721	49,270	+5.0%	Shares	Sole	2021-04-26
2020-12-31	$9,133,022	46,913	-53.0%	Shares	Sole	2021-01-11
2020-09-30	$15,357,545	99,854	+0.5%	Shares	Sole	2020-10-26
2020-06-30	$14,481,945	99,382	+3565.9%	Shares	Sole	2020-07-14
2020-03-31	$312,957	2,711	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.