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Vanguard Small-Cap ETF shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $876k 3.4k 254.28
2025-06-30 $722k 3.0k 237.02
2025-03-31 $667k 3.0k 221.79
2024-12-31 $723k 3.0k 240.32
2024-09-30 $714k 3.0k 237.25
2024-06-30 $550k 2.5k 218.08
2024-03-31 $533k 2.5k 211.41
2023-12-31 $389k 1.8k 213.39