Pathfinder Wealth Consulting, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2108842
WILMINGTON, NC
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,278,169
-$183,117 QoQ
Shares Held
4,880
-13.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,278,169 | 4,880 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,461,286 | 5,665 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||