Cove Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2015131
Oyster Bay Cove, NY
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,185,481
+$956,721 QoQ
Shares Held
15,980
+27.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,185,481 | 15,980 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,228,760 | 12,517 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,117,981 | 12,262 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,882,150 | 12,162 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,617,001 | 7,292 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $205,199 | 854 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||