Intergy Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911342
COLORADO SPRINGS, CO
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$424,572
+$3,598 QoQ
Shares Held
1,621
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
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 | $424,572 | 1,621 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $420,974 | 1,632 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $415,747 | 1,635 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $389,595 | 1,644 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $442,391 | 1,995 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $513,238 | 2,136 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $506,443 | 2,135 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $465,515 | 2,135 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $514,327 | 2,250 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $504,098 | 2,363 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $448,474 | 2,372 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $453,071 | 2,278 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $433,334 | 2,286 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $464,723 | 2,532 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $505,039 | 2,955 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $640,512 | 3,637 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,182,673 | 5,565 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,802,203 | 7,974 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||