DAVIDSON INVESTMENT ADVISORS

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1140771 GREAT FALLS, MT

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,476,747

+$20,589 QoQ

Shares Held

20,910

-1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,476,747	20,910	-1.1%	Shares	Sole	2026-05-08
2025-12-31	$5,456,158	21,152	-3.7%	Shares	Sole	2026-01-27
2025-09-30	$5,588,057	21,976	-21.6%	Shares	Sole	2025-10-21
2025-06-30	$6,646,578	28,047	-83.1%	Shares	Sole	2025-07-28
2025-03-31	$36,864,385	166,243	+1.6%	Shares	Sole	2025-04-30
2024-12-31	$39,333,595	163,699	+0.1%	Shares	Sole	2025-01-31
2024-09-30	$38,790,714	163,529	-16.6%	Shares	Sole	2024-11-13
2024-06-30	$42,732,787	195,986	+2.1%	Shares	Sole	2024-07-31
2024-03-31	$43,868,249	191,908	+10.3%	Shares	Sole	2024-05-13
2023-12-31	$37,121,339	174,009	+9.0%	Shares	Sole	2024-02-09
2023-09-30	$30,182,000	159,634	+12.3%	Shares	Sole	2023-11-09
2023-06-30	$28,280,367	142,191	+11.1%	Shares	Sole	2023-08-11
2023-03-31	$24,257,234	127,966	+17.4%	Shares	Sole	2023-08-23
2022-12-31	$20,004,391	108,992	+14.8%	Shares	Sole	2023-02-02
2022-09-30	$16,232,860	94,979	+62.3%	Shares	Sole	2022-11-07
2022-06-30	$10,303,667	58,507	-12.4%	Shares	Sole	2022-07-27
2022-03-31	$14,199,523	66,815	+21.8%	Shares	Sole	2022-05-12
2021-12-31	$12,402,298	54,875	+28.9%	Shares	Sole	2022-01-28
2021-09-30	$9,309,437	42,573	+88.0%	Shares	Sole	2021-11-03
2021-06-30	$5,101,465	22,645	+97.0%	Shares	Sole	2021-08-10
2021-03-31	$2,461,277	11,497	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.