Vanguard Small-Cap ETF shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 20k | 239.44 |
| 2025-06-30 | $4.9M | 20k | 241.55 |
| 2025-03-31 | $4.5M | 21k | 221.75 |
| 2024-12-31 | $5.1M | 20k | 249.64 |
| 2024-09-30 | $4.8M | 20k | 237.21 |
| 2024-06-30 | $4.4M | 20k | 216.31 |
| 2024-03-31 | $4.6M | 21k | 223.42 |
| 2023-12-31 | $4.1M | 19k | 213.33 |