Five Pine Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2041807
COEUR D ALENE, ID
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,696,808
+$1,106,618 QoQ
Shares Held
31,990
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.72%
of 13F equity value
Holder Rank
#73
of 353 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,696,808 | 31,990 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,590,190 | 32,797 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,447,862 | 32,750 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,224,940 | 32,346 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,612,982 | 32,125 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,909,508 | 31,159 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,125,983 | 29,657 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||