Vanguard Small-Cap ETF shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 22k | 237.21 |
| 2024-06-30 | $4.3M | 20k | 218.04 |
| 2024-03-31 | $4.3M | 19k | 228.59 |
| 2023-12-31 | $3.6M | 17k | 213.33 |
| 2023-09-30 | $3.2M | 17k | 189.07 |
| 2023-06-30 | $3.0M | 15k | 198.89 |
| 2023-03-31 | $2.7M | 14k | 189.56 |
| 2022-12-31 | $2.5M | 14k | 183.54 |