Vanguard Small-Cap ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $930k | 3.7k | 254.23 |
| 2025-06-30 | $867k | 3.7k | 236.96 |
| 2025-03-31 | $764k | 3.6k | 210.41 |
| 2024-12-31 | $408k | 1.6k | 252.14 |
| 2024-09-30 | $386k | 1.6k | 237.17 |
| 2024-06-30 | $491k | 2.3k | 218.04 |
| 2024-03-31 | $514k | 2.3k | 228.59 |
| 2023-12-31 | $480k | 2.3k | 213.33 |
| 2023-09-30 | $325k | 1.7k | 189.07 |
| 2023-06-30 | $339k | 1.7k | 198.89 |
| 2023-03-31 | $336k | 1.8k | 189.56 |
| 2022-12-31 | $366k | 2.0k | 183.54 |
| 2022-09-30 | $374k | 2.2k | 170.70 |
| 2022-06-30 | $736k | 3.6k | 201.75 |
| 2021-12-31 | $204k | 905 | 225.41 |
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