CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1034642
PASADENA, CA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,473,823
-$81,357 QoQ
Shares Held
5,627
-6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,473,823 | 5,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,555,180 | 6,029 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,521,102 | 5,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,368,322 | 5,774 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,276,393 | 5,756 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,382,811 | 5,755 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,364,669 | 5,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,254,384 | 5,753 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,315,078 | 5,753 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,156,248 | 5,420 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,046,691 | 5,536 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,100,856 | 5,535 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,049,214 | 5,535 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,023,786 | 5,578 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $953,335 | 5,578 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $982,341 | 5,578 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,185,649 | 5,579 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,260,909 | 5,579 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,219,959 | 5,579 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,281,617 | 5,689 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,221,540 | 5,706 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,110,844 | 5,706 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $877,582 | 5,706 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $741,569 | 5,089 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $587,474 | 5,089 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||