PCG ASSET MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054906
Gladstone, NJ
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$336,567
+$121,179 QoQ
Shares Held
1,285
+53.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $336,567 | 1,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $215,388 | 835 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $212,323 | 835 | Shares | Sole | 2025-12-01 | |
| 2024-12-31 | $206,881 | 861 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||