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Vanguard Small-Cap ETF shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $982k 4.1k 237.19
2024-06-30 $934k 4.3k 218.05
2024-03-31 $1.1M 4.8k 228.61
2023-12-31 $1.1M 5.1k 213.35
2023-09-30 $993k 5.3k 189.09
2023-06-30 $1.1M 5.4k 198.91
2023-03-31 $1.0M 5.5k 189.57
2022-12-31 $1.0M 5.6k 183.59
2022-09-30 $1.1M 6.6k 170.97
2022-06-30 $1.2M 6.6k 176.12
2022-03-31 $1.5M 6.9k 212.60
2021-12-31 $1.6M 6.9k 225.93
2021-09-30 $1.6M 7.2k 218.67
2021-06-30 $1.6M 7.2k 225.22
2021-03-31 $1.7M 8.0k 214.08
2020-12-31 $2.8M 14k 194.68
2020-09-30 $2.3M 15k 153.77
2020-06-30 $3.1M 21k 145.73
2019-09-30 $240k 1.6k 153.75
2019-06-30 $244k 1.6k 156.61
2019-03-31 $241k 1.6k 152.53
2018-12-31 $219k 1.7k 131.77
2018-09-30 $267k 1.6k 162.80
2018-06-30 $237k 1.5k 155.72
2018-03-31 $223k 1.5k 146.61
2016-09-30 $1.7k 211 8.17
2016-06-30 $284k 2.5k 115.82
2016-03-31 $273k 2.5k 111.34
2015-12-31 $320k 2.9k 110.80
2015-09-30 $321k 3.0k 107.86
2015-06-30 $400k 3.3k 121.58
2015-03-31 $410k 3.3k 122.53
2014-12-31 $413k 3.5k 116.73
2014-09-30 $395k 3.6k 110.74
2014-06-30 $422k 3.6k 117.16
2014-03-31 $412k 3.6k 113.03
2013-12-31 $428k 3.9k 109.91
2013-09-30 $567k 5.5k 102.57
2013-06-30 $533k 5.7k 93.77