Vanguard Small-Cap ETF shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.6k | 254.28 |
| 2025-06-30 | $1.1M | 4.6k | 236.98 |
| 2025-03-31 | $1.0M | 4.6k | 221.75 |
| 2024-12-31 | $811k | 3.4k | 240.28 |
| 2024-09-30 | $800k | 3.4k | 237.21 |
| 2024-06-30 | $782k | 3.6k | 218.04 |
| 2024-03-31 | $815k | 3.6k | 228.59 |
| 2023-12-31 | $1.0M | 4.7k | 213.33 |
| 2023-09-30 | $939k | 5.0k | 189.07 |
| 2023-06-30 | $1.1M | 5.5k | 198.89 |
| 2023-03-31 | $29k | 151 | 189.56 |
| 2022-12-31 | $28k | 151 | 183.54 |
| 2022-09-30 | $26k | 151 | 172.19 |
| 2022-06-30 | $27k | 151 | 178.81 |
| 2022-03-31 | $32k | 151 | 211.92 |
| 2021-12-31 | $34k | 151 | 225.17 |
| 2021-09-30 | $33k | 151 | 218.54 |
| 2021-06-30 | $34k | 151 | 225.17 |
| 2021-03-31 | $32k | 151 | 211.92 |
| 2020-12-31 | $40k | 221 | 181.00 |
| 2020-09-30 | $34k | 221 | 153.85 |
| 2020-06-30 | $30k | 221 | 135.75 |
| 2020-03-31 | $5.0k | 40 | 125.00 |
More positions owned by Blue Bell Private Wealth Management
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