Atlantic Edge Private Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011145
JACKSONVILLE, FL
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$21,477
+$326 QoQ
Shares Held
82
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,477 | 82 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,151 | 82 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,850 | 82 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $28,200 | 119 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $35,923 | 162 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $83,377 | 347 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $41,748 | 176 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $27,036 | 124 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $28,345 | 124 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $26,452 | 124 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||