IMA Advisory Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1455495
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$310,375
+$14,249 QoQ
Shares Held
1,185
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,375 | 1,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $296,126 | 1,148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $289,370 | 1,138 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $245,985 | 1,038 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $212,880 | 960 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||