PENOBSCOT WEALTH MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1875768
PORTLAND, ME
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$611,321
+$18,036 QoQ
Shares Held
2,334
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,321 | 2,334 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $593,285 | 2,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $583,318 | 2,294 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $550,741 | 2,324 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $516,899 | 2,331 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $565,378 | 2,353 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $555,783 | 2,343 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $526,130 | 2,413 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $567,588 | 2,483 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $597,110 | 2,799 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $505,951 | 2,676 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $532,428 | 2,677 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $509,158 | 2,686 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $493,722 | 2,690 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $523,497 | 3,063 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $554,746 | 3,150 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $470,519 | 2,214 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $483,209 | 2,138 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $465,767 | 2,130 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $520,396 | 2,310 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||