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D.A. DAVIDSON & CO.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1080107 GREAT FALLS, MT

Position in VB

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$35,448,252
+$1,743,216 QoQ
Shares Held
135,340
+3.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $35,448,252 135,340
2025-12-31 $33,705,036 130,665
2025-09-30 $29,529,027 116,128
2025-06-30 $26,014,716 109,776
2025-03-31 $20,108,733 90,682
2024-12-31 $21,594,444 89,872
2024-09-30 $22,361,549 94,269
2024-06-30 $20,569,675 94,339
2024-03-31 $21,898,007 95,796
2023-12-31 $20,748,689 97,261
2023-09-30 $17,729,472 93,772
2023-06-30 $17,889,359 89,946
2023-03-31 $14,032,179 74,025
2022-12-31 $12,880,103 70,176
2022-09-30 $12,007,282 70,255
2022-06-30 $13,532,820 76,843
2022-03-31 $15,594,292 73,378
2021-12-31 $14,479,330 64,065
2021-09-30 $10,395,353 47,539
2021-06-30 $8,476,835 37,628
2021-03-31 $7,542,038 35,230
2020-12-31 $6,381,415 32,779
2020-09-30 $4,670,752 30,369
2020-06-30 $4,414,004 30,291
2020-03-31 $3,328,481 28,833