Vanguard Small-Cap ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 26k | 254.28 |
| 2025-06-30 | $4.4M | 19k | 236.98 |
| 2025-03-31 | $411k | 1.9k | 221.78 |
| 2024-12-31 | $372k | 1.5k | 240.23 |
| 2024-09-30 | $347k | 1.5k | 237.19 |
| 2024-06-30 | $258k | 1.2k | 217.95 |
| 2024-03-31 | $265k | 1.2k | 228.50 |
| 2023-12-31 | $238k | 1.1k | 213.30 |
| 2022-12-31 | $203k | 1.1k | 183.60 |
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