KCM INVESTMENT ADVISORS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1109228
GREENBRAE, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$662,317
+$108,357 QoQ
Shares Held
2,185
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#375
of 556 holders
Holding Since
Mar 2020
26 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
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,317 | 2,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $553,960 | 2,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,652,943 | 6,408 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,459,058 | 5,738 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,366,663 | 5,767 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,119,615 | 5,049 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,181,697 | 4,918 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,157,584 | 4,880 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,064,035 | 4,880 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,115,519 | 4,880 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,062,383 | 4,980 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,016,062 | 5,374 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,068,834 | 5,374 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,121,816 | 5,918 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,008,185 | 5,493 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $930,604 | 5,445 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $918,765 | 5,217 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,169,710 | 5,504 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,093,436 | 4,838 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,250,136 | 5,717 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,276,436 | 5,666 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $1,361,548 | 6,360 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,122,524 | 5,766 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $886,810 | 5,766 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $840,221 | 5,766 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $815,583 | 7,065 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||