Private Wealth Management Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011342
PRINCETON, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$63,646
+$965 QoQ
Shares Held
243
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,646 | 243 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $62,681 | 243 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $122,054 | 480 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $113,750 | 480 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $106,440 | 480 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $115,334 | 480 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $113,860 | 480 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $104,659 | 480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $109,723 | 480 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $102,398 | 480 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||