IMZ Advisory Inc VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 2017735
As of 2026-06-30, IMZ Advisory Inc reported 127.43K VCSH (shares), valued at $10.07M, or 3.19% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 6.62%; reported value increased 6.29%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.19% | 127,426 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 3.58% | 119,518 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 3.36% | 115,003 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.30% | 110,883 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 3.45% | 108,976 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 3.73% | 104,263 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 3.43% | 96,302 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 3.40% | 93,387 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 3.23% | 83,783 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 3.13% | 78,589 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 3.29% | 79,243 | SEC filing ↗Filed Apr 2, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 3.29% | 79,243 | $6.10M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 2, 2024 |
| Q1 2024 | 3.13% | 78,589 | $6.08M | Shares decreased 0.83%; reported value decreased 0.43%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 3.23% | 83,783 | $6.47M | Shares increased 6.61%; reported value increased 6.56%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.40% | 93,387 | $7.36M | Shares increased 11.46%; reported value increased 13.63%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 3.43% | 96,302 | $7.51M | Shares increased 3.12%; reported value increased 2.11%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 3.73% | 104,263 | $8.23M | Shares increased 8.27%; reported value increased 9.56%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 3.45% | 108,976 | $8.63M | Shares increased 4.52%; reported value increased 4.90%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 3.30% | 110,883 | $8.86M | Shares increased 1.75%; reported value increased 2.65%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 3.36% | 115,003 | $9.17M | Shares increased 3.72%; reported value increased 3.46%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 3.58% | 119,518 | $9.47M | Shares increased 3.93%; reported value increased 3.33%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 3.19% | 127,426 | $10.07M | Shares increased 6.62%; reported value increased 6.29%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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