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Vanguard Small-Cap ETF shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 64k 213.33
2023-09-30 $9.6M 51k 189.07
2023-06-30 $741k 3.7k 198.87
2023-03-31 $999k 5.3k 189.57
2022-12-31 $903k 4.9k 183.54
2022-09-30 $838k 4.9k 170.99
2022-06-30 $861k 4.9k 176.18
2022-03-31 $1.0M 4.9k 212.53
2021-12-31 $1.1M 4.7k 225.85