Vanguard Small-Cap ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius 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 Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $739k | 2.9k | 254.28 |
| 2025-06-30 | $935k | 3.9k | 236.98 |
| 2025-03-31 | $655k | 3.0k | 221.78 |
| 2024-12-31 | $322k | 1.3k | 240.20 |
| 2024-09-30 | $232k | 978 | 237.15 |
| 2024-06-30 | $213k | 976 | 218.07 |
| 2024-03-31 | $223k | 976 | 228.62 |
| 2023-12-31 | $222k | 1.0k | 213.31 |
| 2021-12-31 | $147k | 654 | 224.77 |