Vanguard Small-Cap ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1k | 8 | 258.00 |
| 2025-09-30 | $2.0k | 8 | 254.38 |
| 2025-03-31 | $21k | 95 | 221.76 |
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