COURIER CAPITAL LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1015247 BUFFALO, NY

Position in VB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$4,750,443

+$151,453 QoQ

Shares Held

18,137

+1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,750,443	18,137	+1.7%	Shares	Sole	2026-04-23
2025-12-31	$4,598,990	17,829	+0.7%	Shares	Sole	2026-01-29
2025-09-30	$4,501,010	17,701	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$4,177,009	17,626	+0.5%	Shares	Sole	2025-07-28
2025-03-31	$3,887,499	17,531	-0.9%	Shares	Sole	2025-04-14
2024-12-31	$4,251,994	17,696	+17.4%	Shares	Sole	2025-01-13
2024-09-30	$3,574,280	15,068	+0.8%	Shares	Sole	2024-10-22
2024-06-30	$3,259,698	14,950	+1.5%	Shares	Sole	2024-07-23
2024-03-31	$3,368,502	14,736	+0.0%	Shares	Sole	2024-04-16
2023-12-31	$3,143,417	14,735	-1.1%	Shares	Sole	2024-01-17
2023-09-30	$2,816,764	14,898	+0.9%	Shares	Sole	2023-10-13
2023-06-30	$2,936,411	14,764	-1.5%	Shares	Sole	2023-07-31
2023-03-31	$2,841,693	14,991	+0.3%	Shares	Sole	2023-05-18
2022-12-31	$2,744,290	14,952	-0.6%	Shares	Sole	2023-01-24
2022-09-30	$2,570,657	15,041	-1.2%	Shares	Sole	2022-10-18
2022-06-30	$2,680,218	15,219	-0.5%	Shares	Sole	2022-07-20
2022-03-31	$3,250,280	15,294	-1.5%	Shares	Sole	2022-05-02
2021-12-31	$3,510,613	15,533	+1.5%	Shares	Sole	2022-01-18
2021-09-30	$3,345,213	15,298	+0.9%	Shares	Sole	2021-10-14
2021-06-30	$3,414,794	15,158	+2.5%	Shares	Sole	2021-07-12
2021-03-31	$3,167,099	14,794	+1.7%	Shares	Sole	2021-04-12
2020-12-31	$2,832,204	14,548	+2.2%	Shares	Sole	2021-02-10
2020-09-30	$2,189,804	14,238	+1.4%	Shares	Sole	2020-11-09
2020-06-30	$2,045,471	14,037	-0.4%	Shares	Sole	2020-07-06
2020-03-31	$1,626,549	14,090	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.