Infinity Wealth Counsel, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2066524
Loveland, OH
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,361,732
+$46,889 QoQ
Shares Held
9,017
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.77%
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 | $2,361,732 | 9,017 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,314,843 | 8,974 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,269,703 | 8,926 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,111,254 | 8,909 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,955,613 | 8,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,149,544 | 8,946 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||