Private Wealth Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1883006
OMAHA, NE
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$668,682
+$135,151 QoQ
Shares Held
2,206
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#228
of 353 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,682 | 2,206 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $533,531 | 2,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $577,034 | 2,237 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $558,144 | 2,195 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $503,819 | 2,126 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $160,768 | 725 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||