Private Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1787027
Fresno, CA
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,885,038
+$13,095 QoQ
Shares Held
7,197
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,885,038 | 7,197 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,871,943 | 7,257 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,136,714 | 8,403 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $2,071,205 | 8,740 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||