Vanguard Small-Cap ETF shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Adapt 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 Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 2.0k | 254.29 |
| 2025-06-30 | $484k | 2.0k | 236.97 |
| 2025-03-31 | $515k | 2.3k | 221.74 |
| 2024-12-31 | $631k | 2.6k | 240.25 |
| 2024-09-30 | $760k | 3.2k | 237.24 |
| 2024-06-30 | $1.0M | 4.7k | 218.05 |
| 2024-03-31 | $1.2M | 5.1k | 228.60 |