Pines Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2037426
SOUTHERN PINES, NC
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,531,708
+$245,828 QoQ
Shares Held
5,848
+17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
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 | $1,531,708 | 5,848 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,285,880 | 4,985 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,205,795 | 4,742 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,050,769 | 4,434 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $927,358 | 4,182 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $735,497 | 3,061 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||