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IHT Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1697490 Chicago, IL

Position in VB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$3,466,511
+$40,935 QoQ
Shares Held
13,235
-0.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 1% Shared 0% None 99%

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
2026-03-31 $3,466,511 13,235
2025-12-31 $3,425,576 13,280
2025-09-30 $3,598,570 14,152
2025-06-30 $3,213,211 13,559
2025-03-31 $2,751,474 12,408
2024-12-31 $2,614,006 10,879
2024-09-30 $4,120,812 17,372
2024-06-30 $2,068,109 9,485
2024-03-31 $2,192,178 9,590
2023-12-31 $2,055,221 9,634
2023-09-30 $1,900,531 10,052
2023-06-30 $2,084,367 10,480
2023-03-31 $2,142,975 11,305
2022-12-31 $1,946,258 10,604
2022-09-30 $2,168,676 12,689
2022-06-30 $1,596,437 9,065
2022-03-31 $2,013,627 9,475
2021-12-31 $2,249,929 9,955
2021-09-30 $2,178,390 9,962
2021-06-30 $2,178,007 9,668
2021-03-31 $1,603,673 7,491
2020-12-31 $1,300,267 6,679
2020-09-30 $1,049,838 6,826
2020-06-30 $806,268 5,533
2020-03-31 $885,078 7,667