IMG Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

IMG Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$626K	Sell	2,066 -77	-4%	-$22.1K	0.35%	42
2026 Q1	$561K	Hold	2,143	–	–	0.36%	39
2025 Q4	$553K	Sell	2,143 -166	-7%	-$42.5K	0.35%	40
2025 Q3	$587K	Sell	2,309 -8	-0.3%	-$1.98K	0.4%	33
2025 Q2	$549K	Sell	2,317 -47	-2%	-$10.5K	0.43%	33
2025 Q1	$524K	Sell	2,364 -69	-3%	-$16.5K	0.47%	30
2024 Q4	$585K	Buy	+2,433	New	+$599K	0.54%	26

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IMG Wealth Management's VB Position: Q2 2026 in Review

IMG Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, selling an estimated $22.1K and leaving 2,066 shares worth $626K. The position accounts for 0.35% of the portfolio, ranked #42.

IMG Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

IMG Wealth Management held 2,066 shares of Vanguard Morningstar Small-Cap ETF worth $626K as of Q2 2026.
IMG Wealth Management sold 77 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.1K.
Vanguard Morningstar Small-Cap ETF made up 0.35% of IMG Wealth Management's portfolio in Q2 2026, its #42 holding.
IMG Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.