Unified Investment Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054855
Atlanta, GA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$558,675
+$60,058 QoQ
Shares Held
2,133
+10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $558,675 | 2,133 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $498,617 | 1,933 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $501,694 | 1,973 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $452,157 | 1,908 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $423,099 | 1,908 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $429,620 | 1,788 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||