Vanguard Small-Cap ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 54k | 213.33 |
| 2023-09-30 | $10M | 53k | 189.07 |
| 2023-06-30 | $9.6M | 48k | 198.89 |
| 2023-03-31 | $7.7M | 41k | 189.56 |
| 2022-12-31 | $7.6M | 41k | 183.54 |
| 2022-09-30 | $6.8M | 40k | 170.91 |
| 2022-06-30 | $7.0M | 40k | 176.11 |
| 2022-03-31 | $7.8M | 37k | 212.52 |
| 2021-12-31 | $8.2M | 36k | 226.00 |
| 2021-09-30 | $1.5M | 7.0k | 218.66 |
| 2021-06-30 | $1.6M | 7.0k | 225.26 |
| 2021-03-31 | $1.3M | 6.2k | 214.02 |
| 2020-12-31 | $1.1M | 5.6k | 194.70 |
| 2020-09-30 | $583k | 3.8k | 153.79 |
| 2020-06-30 | $569k | 3.9k | 145.67 |
| 2020-03-31 | $1.2M | 10k | 115.45 |
| 2019-12-31 | $922k | 5.6k | 165.62 |
| 2019-09-30 | $893k | 5.8k | 153.81 |
| 2019-06-30 | $693k | 4.4k | 156.72 |
| 2019-03-31 | $585k | 3.8k | 152.90 |
| 2018-12-31 | $512k | 3.9k | 131.96 |
| 2018-09-30 | $622k | 3.8k | 162.57 |
| 2018-06-30 | $583k | 3.7k | 155.67 |
| 2016-09-30 | $318k | 2.6k | 122.35 |
| 2016-06-30 | $328k | 2.8k | 115.78 |
| 2016-03-31 | $346k | 3.1k | 111.58 |
| 2015-12-31 | $353k | 3.2k | 110.62 |
| 2015-09-30 | $398k | 3.7k | 107.83 |
| 2015-06-30 | $474k | 3.9k | 121.51 |
| 2015-03-31 | $478k | 3.9k | 122.53 |
| 2014-12-31 | $222k | 1.9k | 116.78 |