INVESTMENT PARTNERS, LTD.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1050068
NEW PHILADELPHIA, OH
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,731,553
-$4,966 QoQ
Shares Held
6,611
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,731,553 | 6,611 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,736,519 | 6,732 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,680,536 | 6,609 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,577,338 | 6,656 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,483,729 | 6,691 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,773,987 | 7,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,831,498 | 7,721 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,754,785 | 8,048 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,860,951 | 8,141 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,811,171 | 8,490 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,666,273 | 8,813 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,842,914 | 9,266 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,858,446 | 9,804 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,917,075 | 10,445 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,938,290 | 11,341 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,085,846 | 11,844 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,695,391 | 12,683 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,146,511 | 13,922 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,071,001 | 14,044 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,218,350 | 14,286 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,156,395 | 14,744 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,870,361 | 14,744 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,271,010 | 14,766 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,148,495 | 14,744 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,639,709 | 14,204 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||