Pinnacle Financial Group, LLC / IL
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1905962
Western Springs, IL
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,173,978
+$386,354 QoQ
Shares Held
23,572
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,173,978 | 23,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,787,624 | 22,437 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,456,594 | 21,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,057,390 | 21,341 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,616,391 | 20,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,527,355 | 18,842 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,059,137 | 17,112 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,196,902 | 14,662 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,357,301 | 14,687 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,022,246 | 14,167 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,474,359 | 13,087 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,597,901 | 13,062 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,344,857 | 12,370 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,171,828 | 11,833 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,927,522 | 11,278 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,745,602 | 9,912 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,913,105 | 9,002 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,085,620 | 9,228 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||