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Vanguard Small-Cap ETF shares owned by WMS Partners

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

Historical chart of WMS 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 WMS Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 6.6k 213.33
2023-09-30 $1.2M 6.6k 189.07
2023-06-30 $1.3M 6.6k 198.89
2023-03-31 $1.3M 6.6k 189.56
2022-12-31 $1.3M 7.1k 183.54
2022-09-30 $1.2M 7.1k 170.87
2022-06-30 $976k 5.5k 176.14
2022-03-31 $1.2M 5.5k 212.59
2021-09-30 $673k 3.1k 218.79
2021-06-30 $693k 3.1k 225.29
2020-12-31 $378k 2.5k 153.85
2020-09-30 $378k 2.5k 153.85
2020-06-30 $358k 2.5k 145.71
2015-06-30 $976k 8.0k 121.51
2015-03-31 $984k 8.0k 122.51
2014-09-30 $797k 7.2k 110.68
2014-06-30 $843k 7.2k 117.07
2014-03-31 $652k 5.8k 112.88
2013-12-31 $635k 5.8k 109.94
2013-09-30 $579k 5.6k 102.55
2013-06-30 $529k 5.6k 93.69
2013-03-31 $713k 7.8k 91.21
2012-12-31 $632k 7.8k 80.85
2012-09-30 $599k 7.5k 80.09
2012-06-30 $569k 7.5k 76.08
2012-03-31 $533k 6.8k 77.99
2011-12-31 $550k 7.9k 69.66
2011-09-30 $419k 6.8k 61.31
2011-06-30 $533k 6.8k 77.99