BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 911274 CANTON, OH

Position in VB

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

Position Value

$1,069,943

+$17,250 QoQ

Shares Held

4,085

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

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	$1,069,943	4,085	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$1,052,693	4,081	-2.4%	Shares	Sole	2026-02-05
2025-09-30	$1,063,653	4,183	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$990,339	4,179	+55.6%	Shares	Sole	2025-08-07
2025-03-31	$595,620	2,686	-51.5%	Shares	Sole	2025-04-08
2024-12-31	$1,329,469	5,533	+21.6%	Shares	Sole	2025-01-28
2024-09-30	$1,079,779	4,552	-26.9%	Shares	Sole	2024-10-22
2024-06-30	$1,357,735	6,227	0.0%	Shares	Sole	2024-07-03
2024-03-31	$1,423,429	6,227	0.0%	Shares	Sole	2024-04-08
2023-12-31	$1,328,405	6,227	+1.3%	Shares	Sole	2024-01-09
2023-09-30	$1,162,591	6,149	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,222,974	6,149	-0.5%	Shares	Sole	2023-07-11
2023-03-31	$1,171,291	6,179	-2.9%	Shares	Sole	2023-04-11
2022-12-31	$1,167,865	6,363	+2.2%	Shares	Sole	2023-01-17
2022-09-30	$1,063,743	6,224	+14.5%	Shares	Sole	2022-10-06
2022-06-30	$957,157	5,435	+6.6%	Shares	Sole	2022-07-11
2022-03-31	$1,083,214	5,097	-1.5%	Shares	Sole	2022-04-12
2021-12-31	$1,168,923	5,172	-0.9%	Shares	Sole	2022-01-10
2021-09-30	$1,141,676	5,221	+2.6%	Shares	Sole	2021-10-08
2021-06-30	$1,145,999	5,087	+0.4%	Shares	Sole	2021-07-08
2021-03-31	$1,084,315	5,065	-0.1%	Shares	Sole	2021-04-23
2020-12-31	$987,027	5,070	-0.9%	Shares	Sole	2021-01-20
2020-09-30	$787,148	5,118	-1.0%	Shares	Sole	2020-10-08
2020-06-30	$753,080	5,168	+14.4%	Shares	Sole	2020-07-17
2020-03-31	$521,557	4,518	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.