IMA Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$310K Buy
1,185
+37
+3% +$10K 0.03% 163
2025
Q4
$296K Buy
1,148
+10
+0.9% +$2.56K 0.03% 164
2025
Q3
$289K Buy
1,138
+100
+10% +$24.8K 0.03% 156
2025
Q2
$246K Buy
1,038
+78
+8% +$17.4K 0.03% 165
2025
Q1
$213K Buy
+960
New +$229K 0.03% 170

Other funds holding VB

IMA Advisory Services's VB Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 3.2% in Q1 2026, buying an estimated $10K and bringing the position to 1,185 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #163.

IMA Advisory Services first reported a position in VB in Q1 2025 and has held it in 5 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • IMA Advisory Services held 1,185 shares of Vanguard Small-Cap ETF worth $310K as of Q1 2026.
  • IMA Advisory Services bought 37 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $10K.
  • Vanguard Small-Cap ETF made up 0.03% of IMA Advisory Services's portfolio in Q1 2026, its #163 holding.
  • IMA Advisory Services first reported a position in Vanguard Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.