Vanguard Small-Cap ETF shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial 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 Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 6.2k | 254.28 |
| 2025-06-30 | $1.4M | 6.1k | 236.98 |
| 2025-03-31 | $665k | 3.0k | 221.75 |
| 2024-12-31 | $1.0M | 4.3k | 240.28 |
| 2024-09-30 | $957k | 4.0k | 237.24 |
| 2024-06-30 | $880k | 4.0k | 218.07 |
| 2024-03-31 | $923k | 4.0k | 228.62 |
| 2023-12-31 | $505k | 2.4k | 213.37 |
| 2023-09-30 | $444k | 2.3k | 189.11 |
| 2023-06-30 | $468k | 2.4k | 198.93 |
| 2023-03-31 | $450k | 2.4k | 189.60 |
| 2022-12-31 | $503k | 2.7k | 183.57 |
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