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Vanguard Small-Cap ETF shares owned by Caliber Wealth Management

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

Historical chart of Caliber Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Caliber Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 29k 228.59
2023-12-31 $6.0M 28k 213.33
2023-09-30 $5.4M 28k 189.07
2023-06-30 $5.6M 28k 198.89
2023-03-31 $5.2M 27k 189.56
2022-12-31 $3.5M 19k 183.54
2022-09-30 $3.4M 20k 170.92
2022-06-30 $3.3M 19k 176.12
2022-03-31 $3.6M 17k 212.52
2021-12-31 $3.0M 14k 219.73
2021-09-30 $2.0M 8.9k 227.04
2021-06-30 $1.9M 8.4k 225.29
2021-03-31 $895k 4.2k 214.06
2020-12-31 $773k 4.0k 194.66