MAI Capital Management

Position in VB — VANGUARD SMALL-CAP INDEX FUND

CIK 1040197 INDEPENDENCE, OH

All Filings in VB

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,940,104	224,136	+6.1%	Shares	Defined	2026-08-14
2026-03-31	$55,345,267	211,306	+3.5%	Shares	Sole	2026-05-15
2025-12-31	$52,682,418	204,235	+3.8%	Shares	Sole	2026-02-13
2025-09-30	$50,033,404	196,765	+4.3%	Shares	Sole	2025-11-10
2025-06-30	$44,696,323	188,608	-9.5%	Shares	Sole	2025-08-12
2025-03-31	$46,216,026	208,415	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$51,076,079	212,569	+70.1%	Shares	Sole	2025-02-14
2024-09-30	$29,641,287	124,958	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$27,080,131	124,198	+6.8%	Shares	Sole	2024-08-12
2024-03-31	$26,594,617	116,342	+116.8%	Shares	Sole	2024-05-08
2023-12-31	$11,448,567	53,666	+1.4%	Shares	Sole	2024-02-09
2023-09-30	$10,008,420	52,935	+9.7%	Shares	Sole	2023-11-14
2023-06-30	$9,601,613	48,276	+18.2%	Shares	Sole	2023-08-02
2023-03-31	$7,738,976	40,826	-1.5%	Shares	Sole	2023-05-10
2022-12-31	$7,605,163	41,436	+4.8%	Shares	Sole	2023-02-09
2022-09-30	$6,757,097	39,536	-1.1%	Shares	Sole	2022-11-15
2022-06-30	$7,042,991	39,992	+9.2%	Shares	Sole	2022-07-19
2022-03-31	$7,783,970	36,627	+1.2%	Shares	Sole	2022-05-10
2021-12-31	$8,180,205	36,194	+415.6%	Shares	Sole	2022-02-11
2021-09-30	$1,535,063	7,020	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$1,568,174	6,961	+11.7%	Shares	Sole	2021-07-19
2021-03-31	$1,334,360	6,233	+10.9%	Shares	Sole	2021-05-10
2020-12-31	$1,093,906	5,619	+48.2%	Shares	Sole	2021-02-16
2020-09-30	$583,055	3,791	-2.9%	Shares	Sole	2020-10-26
2020-06-30	$569,182	3,906	-61.1%	Shares	Sole	2020-07-27
2020-03-31	$1,157,863	10,030	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.