Johnson Bixby & Associates, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1844238 VANCOUVER, WA

Position in VB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$7,813,073

+$220,057 QoQ

Shares Held

29,830

+1.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,813,073	29,830	+1.3%	Shares	Sole	2026-04-16
2025-12-31	$7,593,016	29,436	-12.1%	Shares	Sole	2026-01-14
2025-09-30	$8,517,617	33,497	-2.0%	Shares	Sole	2025-10-16
2025-06-30	$8,101,398	34,186	-4.6%	Shares	Sole	2025-07-17
2025-03-31	$7,943,306	35,821	+2.7%	Shares	Sole	2025-04-23
2024-12-31	$8,382,167	34,885	+9.0%	Shares	Sole	2025-01-21
2024-09-30	$7,592,617	32,008	-0.4%	Shares	Sole	2024-10-10
2024-06-30	$7,009,767	32,149	+1.9%	Shares	Sole	2024-07-19
2024-03-31	$7,209,957	31,541	-1.1%	Shares	Sole	2024-04-22
2023-12-31	$6,805,653	31,902	+0.9%	Shares	Sole	2024-01-18
2023-09-30	$5,978,582	31,621	+1.6%	Shares	Sole	2023-10-13
2023-06-30	$6,191,843	31,132	+6.5%	Shares	Sole	2023-07-21
2023-03-31	$5,539,322	29,222	+4.8%	Shares	Sole	2023-04-20
2022-12-31	$5,117,278	27,881	-1.5%	Shares	Sole	2023-01-19
2022-09-30	$4,838,974	28,313	-12.4%	Shares	Sole	2022-10-12
2022-06-30	$5,693,284	32,328	+1.5%	Shares	Sole	2022-07-13
2022-03-31	$6,770,462	31,858	-44.5%	Shares	Sole	2022-05-06
2021-12-31	$12,967,549	57,376	+10.7%	Shares	Sole	2022-01-31
2021-09-30	$11,331,916	51,822	+3.1%	Shares	Sole	2022-06-16
2021-06-30	$11,323,473	50,264	+15.1%	Shares	Sole	2021-08-23
2021-03-31	$9,345,020	43,652	+9.8%	Shares	Sole	2021-05-25
2020-12-31	$7,736,583	39,740	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.