Atlantic Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1893143
CHAPEL HILL, NC
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$101,242
+$13,761 QoQ
Shares Held
334
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#523
of 556 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,242 | 334 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $87,481 | 334 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $86,155 | 334 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $84,929 | 334 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,151 | 334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $124,180 | 560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,734 | 53 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,572 | 53 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,556 | 53 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,115 | 53 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,306 | 53 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,020 | 53 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,541 | 53 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,046 | 53 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||