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Vanguard Small-Cap ETF shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 158k 213.33
2023-09-30 $31M 164k 189.07
2023-06-30 $29M 145k 198.89
2023-03-31 $23M 122k 189.56
2022-12-31 $22M 119k 183.54
2022-09-30 $19M 111k 170.91
2022-06-30 $21M 117k 176.11
2022-03-31 $25M 115k 212.52
2021-12-31 $25M 112k 226.01
2021-09-30 $25M 116k 218.67
2021-06-30 $25M 113k 225.28
2021-03-31 $91M 1.2M 75.69
2020-09-30 $18M 116k 153.80
2020-03-31 $13M 113k 115.44
2019-12-31 $4.1M 25k 165.64
2019-09-30 $4.0M 26k 153.90
2019-06-30 $4.0M 25k 156.65
2019-03-31 $4.3M 28k 152.80
2018-12-31 $4.7M 35k 131.99
2018-09-30 $3.0M 18k 160.95
2018-06-30 $3.1M 20k 156.28
2018-03-31 $3.0M 21k 143.40
2017-12-31 $3.1M 21k 150.39
2017-09-30 $2.9M 21k 142.62
2017-06-30 $2.9M 21k 134.97
2017-03-31 $2.9M 22k 130.87
2016-09-30 $2.7M 23k 120.81