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Vanguard Small-Cap ETF shares owned by Blue Zone Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Blue Zone Wealth Advisors from 13F filings

Historical chart of Blue Zone Wealth 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 Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 1.4k 257.95
2025-09-30 $247k 970 254.28
2021-12-31 $427k 1.9k 226.17
2021-09-30 $323k 1.5k 218.54