Vanguard Small-Cap ETF shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.4k | 254.31 |
| 2025-06-30 | $8.0M | 34k | 236.98 |
| 2025-03-31 | $7.7M | 35k | 221.75 |
| 2024-12-31 | $8.1M | 34k | 240.28 |
| 2024-09-30 | $8.0M | 34k | 237.21 |
| 2024-06-30 | $7.2M | 33k | 218.04 |
| 2024-03-31 | $7.0M | 31k | 228.59 |
| 2018-09-30 | $239k | 1.5k | 162.25 |
| 2018-06-30 | $218k | 1.4k | 155.83 |