Vanguard Small-Cap ETF shares owned by BKM Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 1.1k | 254.28 |
| 2025-06-30 | $252k | 1.1k | 236.98 |
| 2025-03-31 | $236k | 1.1k | 221.75 |
| 2024-12-31 | $255k | 1.1k | 240.28 |
| 2024-09-30 | $258k | 1.1k | 237.21 |
| 2024-06-30 | $237k | 1.1k | 218.04 |
| 2024-03-31 | $253k | 1.1k | 228.59 |
| 2023-12-31 | $333k | 1.6k | 213.37 |