Integrated Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2113155
UNIONTOWN, OH
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$702,025
+$27,843 QoQ
Shares Held
2,316
-10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#359
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,025 | 2,316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $674,182 | 2,574 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $570,843 | 2,213 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||