Investment Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910273
HANOVER, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,095,370
+$27,571 QoQ
Shares Held
11,818
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,095,370 | 11,818 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,067,799 | 11,893 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,976,347 | 11,705 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,773,850 | 11,705 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,592,701 | 11,692 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,601,511 | 10,827 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,293,583 | 9,669 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,877,542 | 8,611 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,821,405 | 7,968 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,547,282 | 7,253 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,461,322 | 7,729 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,476,758 | 7,425 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,358,007 | 7,164 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,257,249 | 6,850 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,048,703 | 6,136 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,084,837 | 6,160 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,166,522 | 5,489 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,240,568 | 5,489 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||