IMG Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2032103
JACKSONVILLE, FL
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$561,294
+$8,508 QoQ
Shares Held
2,143
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,294 | 2,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $552,786 | 2,143 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $587,132 | 2,309 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $549,082 | 2,317 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $524,217 | 2,364 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $584,601 | 2,433 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||