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Vanguard Small-Cap ETF shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 12k 254.28
2025-06-30 $2.6M 11k 236.98
2025-03-31 $329k 1.5k 221.75
2024-12-31 $4.4M 18k 248.09
2024-09-30 $4.8M 20k 237.21
2024-06-30 $4.1M 19k 218.04
2024-03-31 $4.2M 18k 228.59
2023-12-31 $1.9M 9.1k 213.34
2023-09-30 $1.5M 7.8k 189.07
2023-06-30 $1.5M 7.3k 198.90
2023-03-31 $1.4M 7.2k 189.56
2022-12-31 $1.3M 7.2k 183.55