Schrum Private Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1914987
ST. AUGUSTINE, FL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,589,330
+$55,560 QoQ
Shares Held
6,068
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,589,330 | 6,068 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,533,770 | 5,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,552,125 | 6,104 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,407,187 | 5,938 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,307,216 | 5,895 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,408,521 | 5,862 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,244,481 | 9,462 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $763,576 | 3,502 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $805,093 | 3,522 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $673,696 | 3,158 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $466,246 | 2,466 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $489,866 | 2,463 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $466,507 | 2,461 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $510,057 | 2,779 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $475,642 | 2,783 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $487,824 | 2,770 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $579,754 | 2,728 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $595,988 | 2,637 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||