IAG Wealth Partners, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1827261 Waukesha, WI

Position in VB

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$386,855

+$7,927 QoQ

Shares Held

1,477

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.91%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$386,855	1,477	+0.5%	Shares	Sole	2026-04-29
2025-12-31	$378,928	1,469	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$376,588	1,481	-8.1%	Shares	Sole	2025-11-12
2025-06-30	$382,011	1,612	-2.9%	Shares	Sole	2025-08-13
2025-03-31	$368,105	1,660	-1.2%	Shares	Sole	2025-04-16
2024-12-31	$403,910	1,681	-4.3%	Shares	Sole	2025-02-10
2024-09-30	$416,777	1,757	-12.5%	Shares	Sole	2024-10-29
2024-06-30	$437,606	2,007	+98.1%	Shares	Sole	2024-07-16
2024-03-31	$231,561	1,013	-0.4%	Shares	Sole	2024-04-24
2023-12-31	$216,956	1,017	+1.6%	Shares	Sole	2024-02-02
2023-09-30	$189,259	1,001	-13.9%	Shares	Sole	2023-10-24
2023-06-30	$231,309	1,163	-4.6%	Shares	Sole	2023-08-10
2023-03-31	$231,073	1,219	+5.5%	Shares	Sole	2023-04-25
2022-12-31	$211,988	1,155	-3.1%	Shares	Sole	2023-02-08
2022-09-30	$203,724	1,192	+19.4%	Shares	Sole	2022-10-26
2022-06-30	$175,757	998	+79.2%	Shares	Sole	2022-08-03
2022-03-31	$118,373	557	-0.9%	Shares	Sole	2022-05-04
2021-12-31	$127,017	562	-19.8%	Shares	Sole	2022-02-14
2021-09-30	$153,287	701	-8.2%	Shares	Sole	2021-11-04
2021-06-30	$172,113	764	-23.5%	Shares	Sole	2021-08-04
2021-03-31	$213,865	999	-20.3%	Shares	Sole	2021-04-29
2020-12-31	$243,934	1,253	-9.1%	Shares	Sole	2021-02-11
2020-09-30	$211,936	1,378	-19.3%	Shares	Sole	2021-02-11
2020-06-30	$248,889	1,708	-38.7%	Shares	Sole	2021-02-11
2020-03-31	$321,500	2,785	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.