Vanguard Small-Cap ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 20k | 254.27 |
| 2025-06-30 | $4.7M | 20k | 236.99 |
| 2025-03-31 | $4.4M | 20k | 221.73 |
| 2024-12-31 | $4.7M | 20k | 238.11 |
| 2024-09-30 | $6.2M | 26k | 242.09 |
| 2024-06-30 | $5.4M | 25k | 218.04 |
| 2024-03-31 | $5.5M | 24k | 228.59 |
| 2023-12-31 | $4.1M | 19k | 213.34 |
| 2020-03-31 | $274k | 2.4k | 115.47 |
| 2019-12-31 | $581k | 3.5k | 165.57 |
| 2019-09-30 | $539k | 3.5k | 153.69 |
| 2019-06-30 | $488k | 3.1k | 156.51 |
| 2019-03-31 | $476k | 3.1k | 152.66 |
| 2018-12-31 | $409k | 3.1k | 131.89 |