Vista Private Wealth Partners »

Vanguard Small-Cap ETF shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 10k 222.26
2023-09-30 $2.1M 11k 186.54
2023-06-30 $2.1M 11k 197.80
2023-03-31 $1.9M 10k 185.10
2022-12-31 $1.9M 10k 183.54
2022-09-30 $1.1M 6.4k 175.72
2022-06-30 $1.0M 5.8k 177.81
2022-03-31 $1.3M 6.3k 214.32
2021-12-31 $1.4M 6.1k 226.96
2021-09-30 $1.4M 6.2k 218.60
2021-06-30 $1.4M 6.0k 226.81
2020-12-31 $829k 4.3k 191.63