MCCARTER PRIVATE WEALTH SERVICES LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2036922
Boston, MA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,286,299
+$237,661 QoQ
Shares Held
8,729
+9.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,286,299 | 8,729 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,048,638 | 7,942 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,390,147 | 5,467 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $985,361 | 4,158 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $455,696 | 2,055 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $480,560 | 2,000 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $448,326 | 1,890 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||