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Vanguard Small-Cap ETF shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment 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 Balanced Rock Investment 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $546k 2.1k 254.29
2025-06-30 $546k 2.3k 236.98
2025-03-31 $898k 4.0k 221.75
2024-12-31 $941k 3.9k 240.27
2024-09-30 $967k 4.1k 237.19
2024-06-30 $892k 4.1k 218.02
2024-03-31 $874k 3.8k 228.56