BCS Private Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044001
RUMSON, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,233,915
+$33,860 QoQ
Shares Held
8,529
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,233,915 | 8,529 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,200,055 | 8,529 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,184,010 | 8,589 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,669,050 | 7,043 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||