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Vanguard Small-Cap ETF shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 25k 254.28
2025-06-30 $6.0M 25k 236.98
2025-03-31 $5.4M 24k 221.75
2024-12-31 $5.8M 24k 240.28
2024-09-30 $5.9M 25k 237.21
2024-06-30 $5.5M 25k 218.04
2024-03-31 $5.7M 25k 228.59
2023-12-31 $5.2M 24k 213.33