Institute for Wealth Management, LLC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1533954
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$200,630
-$571 QoQ
Shares Held
766
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,630 | 766 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $201,201 | 780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $338,955 | 1,333 | Shares | Sole | 2025-10-17 | |
| 2023-09-30 | $239,929 | 1,269 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $252,391 | 1,269 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $232,021 | 1,224 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $217,861 | 1,187 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $210,732 | 1,233 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $217,143 | 1,233 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $228,033 | 1,073 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $251,549 | 1,113 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $243,379 | 1,113 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $257,945 | 1,145 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $245,121 | 1,145 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||