IMA Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
Other funds holding VB
IMA Advisory Services's VB Position: Q2 2026 in Review
IMA Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3,562% in Q2 2026, buying an estimated $12.1M and bringing the position to 43,393 shares worth $13.2M. The position accounts for 0.82% of the portfolio, ranked #32.
IMA Advisory Services first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- IMA Advisory Services held 43,393 shares of Vanguard Morningstar Small-Cap ETF worth $13.2M as of Q2 2026.
- IMA Advisory Services bought 42,208 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.1M.
- Vanguard Morningstar Small-Cap ETF made up 0.82% of IMA Advisory Services's portfolio in Q2 2026, its #32 holding.
- IMA Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
- 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.