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
Download as csvQuarterly 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 |
More positions owned by Evernest Financial Advisors
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