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
Download as csvQuarterly 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 |
More positions owned by Balanced Rock Investment Advisors
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