McCollum Christoferson Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1727573 AMHERST, NY

Position in VB

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$2,447,118

-$42,873 QoQ

Shares Held

9,343

-3.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.56%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,447,118	9,343	-3.2%	Shares	Sole	2026-04-10
2025-12-31	$2,489,991	9,653	+47.3%	Shares	Sole	2026-01-09
2025-09-30	$1,666,296	6,553	+130.5%	Shares	Sole	2025-11-17
2025-06-30	$673,734	2,843	0.0%	Shares	Sole	2025-08-13
2025-03-31	$630,435	2,843	+10.5%	Shares	Sole	2025-05-06
2024-12-31	$618,240	2,573	+10.1%	Shares	Sole	2025-02-11
2024-09-30	$554,596	2,338	0.0%	Shares	Sole	2024-10-16
2024-06-30	$509,777	2,338	-11.7%	Shares	Sole	2024-07-30
2024-03-31	$605,306	2,648	-6.8%	Shares	Sole	2024-04-26
2023-12-31	$606,070	2,841	0.0%	Shares	Sole	2024-01-19
2023-09-30	$537,147	2,841	-13.0%	Shares	Sole	2023-11-08
2023-06-30	$649,574	3,266	+2.4%	Shares	Sole	2023-07-28
2023-03-31	$604,885	3,191	+1.9%	Shares	Sole	2023-05-02
2022-12-31	$574,663	3,131	+5.3%	Shares	Sole	2023-02-07
2022-09-30	$508,286	2,974	0.0%	Shares	Sole	2022-11-01
2022-06-30	$523,751	2,974	0.0%	Shares	Sole	2022-08-10
2022-03-31	$632,034	2,974	-10.8%	Shares	Sole	2022-05-10
2021-12-31	$753,517	3,334	+15.6%	Shares	Sole	2022-02-09
2021-09-30	$630,644	2,884	+8.3%	Shares	Sole	2021-10-13
2021-06-30	$600,145	2,664	+2.3%	Shares	Sole	2021-07-14
2021-03-31	$557,464	2,604	-9.2%	Shares	Sole	2021-04-22
2020-12-31	$558,536	2,869	-24.0%	Shares	Sole	2021-01-22
2020-09-30	$580,595	3,775	-18.6%	Shares	Sole	2020-10-22
2020-06-30	$676,140	4,640	0.0%	Shares	Sole	2020-07-31
2020-03-31	$535,641	4,640	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.