Columbia Asset Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1585047 Ann Arbor, MI

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$4,418,852

+$790,528 QoQ

Shares Held

16,871

+19.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,418,852	16,871	+19.9%	Shares	Sole	2026-04-21
2025-12-31	$3,628,324	14,066	+15.1%	Shares	Sole	2026-01-28
2025-09-30	$3,106,793	12,218	-1.8%	Shares	Sole	2025-11-04
2025-06-30	$2,947,083	12,436	-4.2%	Shares	Sole	2025-07-18
2025-03-31	$2,877,428	12,976	+2.2%	Shares	Sole	2025-04-10
2024-12-31	$3,050,114	12,694	+2.2%	Shares	Sole	2025-02-12
2024-09-30	$2,946,622	12,422	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$2,650,930	12,158	+17.1%	Shares	Sole	2024-08-05
2024-03-31	$2,372,992	10,381	0.0%	Shares	Sole	2024-05-08
2023-12-31	$2,214,578	10,381	-6.8%	Shares	Sole	2024-02-09
2023-09-30	$2,105,483	11,136	+13.7%	Shares	Sole	2023-11-13
2023-06-30	$1,948,326	9,796	+3.9%	Shares	Sole	2023-08-14
2023-03-31	$1,786,603	9,425	+5.0%	Shares	Sole	2023-05-15
2022-12-31	$1,648,005	8,979	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$1,530,840	8,957	+10.4%	Shares	Sole	2022-11-03
2022-06-30	$1,428,428	8,111	+65.7%	Shares	Sole	2022-08-26
2021-12-31	$1,106,544	4,896	-4.0%	Shares	Sole	2022-02-14
2021-09-30	$1,115,217	5,100	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,146,449	5,089	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$1,087,312	5,079	+0.2%	Shares	Sole	2021-05-28
2020-12-31	$986,638	5,068	+5.0%	Shares	Sole	2021-02-11
2020-09-30	$742,392	4,827	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$702,078	4,818	0.0%	Shares	Sole	2020-08-14
2020-03-31	$556,189	4,818	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.