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MCDONALD PARTNERS LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1331074 Cleveland, OH

Position in VB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$358,830
+$89,531 QoQ
Shares Held
1,370
+31.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $358,830 1,370
2025-12-31 $269,299 1,044
2025-09-30 $315,307 1,240
2025-06-30 $344,094 1,452
2022-06-30 $363,491 2,064
2022-03-31 $502,609 2,365
2021-12-31 $60,118 266
2021-09-30 $581,006 2,657
2021-06-30 $598,118 2,655
2021-03-31 $576,089 2,691
2020-12-31 $556,590 2,859