Impact Partnership Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1984555
MARIETTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$315,875
+$61,279 QoQ
Shares Held
1,206
+22.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,875 | 1,206 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $254,596 | 987 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $247,414 | 973 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $230,818 | 974 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $215,984 | 974 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $257,339 | 1,071 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $255,000 | 1,075 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $213,243 | 978 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $234,304 | 1,025 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $249,382 | 1,169 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329,735 | 1,744 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $9,307,034 | 46,795 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||