Vanguard Small-Cap ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Cape Investment 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $493k | 2.1k | 237.02 |
| 2025-03-31 | $428k | 1.9k | 221.71 |
| 2024-12-31 | $432k | 1.8k | 240.32 |
| 2024-09-30 | $269k | 1.1k | 237.25 |
| 2024-06-30 | $127k | 582 | 218.06 |
| 2024-03-31 | $129k | 562 | 228.61 |
| 2023-12-31 | $117k | 548 | 213.33 |
| 2023-09-30 | $153k | 811 | 189.13 |
| 2023-06-30 | $139k | 696 | 198.96 |
| 2023-03-31 | $134k | 705 | 189.63 |