Pine Harbor Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2016051
FAIRFAX, VA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,340
+$22,887 QoQ
Shares Held
750
-18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#489
of 556 holders
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,340 | 750 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $204,453 | 922 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,453 | 905 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,521 | 917 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $200,814 | 921 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $210,531 | 921 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $285,222 | 1,337 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||