Vanguard Small-Cap ETF shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.5M | 33k | 257.95 |
| 2025-09-30 | $8.7M | 34k | 254.28 |
| 2025-06-30 | $8.3M | 35k | 236.98 |
| 2025-03-31 | $7.7M | 35k | 221.75 |
| 2024-12-31 | $8.6M | 36k | 240.28 |
| 2024-09-30 | $8.3M | 35k | 237.21 |
| 2024-06-30 | $8.2M | 37k | 218.04 |
| 2024-03-31 | $9.6M | 42k | 228.59 |
| 2023-09-30 | $8.1M | 43k | 189.07 |
| 2023-06-30 | $8.8M | 44k | 198.89 |
| 2023-03-31 | $3.7M | 19k | 189.56 |
| 2022-12-31 | $3.6M | 19k | 183.54 |
| 2022-09-30 | $3.4M | 20k | 170.94 |
| 2022-06-30 | $3.5M | 20k | 176.12 |
| 2022-03-31 | $4.3M | 20k | 212.50 |
| 2021-12-31 | $4.6M | 20k | 226.00 |
| 2021-06-30 | $4.4M | 20k | 225.26 |
| 2021-03-31 | $4.1M | 19k | 214.10 |
| 2020-12-31 | $4.3M | 22k | 194.66 |
| 2020-09-30 | $3.2M | 21k | 153.78 |
| 2020-06-30 | $1.4M | 9.4k | 145.69 |
| 2020-03-31 | $522k | 4.5k | 115.38 |
| 2019-12-31 | $268k | 1.6k | 165.53 |
| 2019-09-30 | $247k | 1.6k | 153.61 |
| 2018-09-30 | $228k | 1.4k | 162.74 |
| 2013-03-31 | $27k | 290 | 93.10 |