Vanguard Small-Cap ETF shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 39k | 254.28 |
| 2025-06-30 | $9.2M | 39k | 236.98 |
| 2025-03-31 | $8.9M | 40k | 221.75 |
| 2024-12-31 | $9.8M | 41k | 240.28 |
| 2024-09-30 | $9.6M | 41k | 237.21 |
| 2024-06-30 | $8.9M | 41k | 218.04 |
| 2024-03-31 | $9.3M | 41k | 228.59 |
| 2023-12-31 | $13M | 59k | 213.33 |
| 2023-09-30 | $43M | 228k | 189.07 |
| 2023-06-30 | $1.1M | 5.7k | 198.89 |
| 2023-03-31 | $1.1M | 5.7k | 189.56 |
| 2022-12-31 | $1.1M | 5.7k | 183.54 |
| 2022-09-30 | $980k | 5.7k | 170.97 |
| 2022-06-30 | $1.0M | 5.7k | 176.03 |
| 2022-03-31 | $1.2M | 5.7k | 212.49 |
| 2021-12-31 | $1.3M | 5.7k | 225.92 |
| 2021-09-30 | $1.3M | 5.7k | 218.60 |
| 2021-06-30 | $1.3M | 5.7k | 225.23 |
| 2021-03-31 | $1.2M | 5.7k | 214.06 |
| 2020-12-31 | $1.1M | 5.7k | 194.70 |
| 2020-09-30 | $882k | 5.7k | 153.87 |
| 2020-06-30 | $835k | 5.7k | 145.67 |
| 2020-03-31 | $662k | 5.7k | 115.49 |