Vanguard Small-Cap ETF shares owned by Essential Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $350k | 1.4k | 257.82 |
| 2025-09-30 | $383k | 1.5k | 254.28 |
| 2025-06-30 | $357k | 1.5k | 236.96 |
| 2025-03-31 | $334k | 1.5k | 221.73 |
| 2024-12-31 | $2.2M | 9.0k | 243.70 |
| 2024-09-30 | $350k | 1.5k | 237.14 |
| 2024-06-30 | $322k | 1.5k | 217.98 |