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Vanguard Small-Cap ETF shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 6.3k 228.60
2023-12-31 $1.1M 5.3k 213.34
2023-09-30 $935k 4.9k 189.06
2023-06-30 $793k 4.2k 189.58
2023-03-31 $793k 4.2k 189.58
2022-12-31 $472k 2.6k 183.57