Vanguard Small-Cap ETF shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian 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 Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 1.0k | 254.28 |
| 2025-06-30 | $237k | 1.0k | 236.98 |
| 2025-03-31 | $222k | 1.0k | 221.75 |
| 2024-12-31 | $240k | 1.0k | 240.28 |
| 2024-09-30 | $242k | 1.0k | 237.21 |
| 2024-06-30 | $243k | 1.1k | 218.04 |
| 2024-03-31 | $254k | 1.1k | 228.59 |
| 2023-12-31 | $241k | 1.1k | 213.33 |
| 2023-09-30 | $214k | 1.1k | 189.07 |
| 2022-03-31 | $230k | 1.1k | 212.77 |
| 2021-12-31 | $308k | 1.4k | 225.97 |