Vanguard Small-Cap ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 83k | 237.29 |
| 2024-06-30 | $18M | 83k | 218.14 |
| 2024-03-31 | $22M | 94k | 228.59 |
| 2023-12-31 | $25M | 136k | 183.54 |
| 2023-09-30 | $20M | 104k | 189.07 |
| 2023-06-30 | $22M | 108k | 198.89 |
| 2023-03-31 | $26M | 136k | 189.56 |
| 2022-12-31 | $25M | 136k | 183.54 |
| 2022-09-30 | $23M | 137k | 170.91 |
| 2022-06-30 | $25M | 140k | 176.11 |
| 2022-03-31 | $25M | 116k | 212.52 |
| 2021-12-31 | $27M | 121k | 226.01 |
| 2021-09-30 | $30M | 135k | 218.67 |
| 2021-06-30 | $33M | 148k | 225.28 |
| 2021-03-31 | $32M | 150k | 214.08 |
| 2020-12-31 | $30M | 153k | 194.68 |
| 2020-09-30 | $43M | 281k | 153.80 |
| 2020-06-30 | $54M | 370k | 145.72 |
| 2020-03-31 | $47M | 411k | 115.44 |
| 2019-12-31 | $60M | 365k | 165.64 |
| 2019-09-30 | $55M | 355k | 153.89 |
| 2019-06-30 | $54M | 347k | 156.66 |
| 2019-03-31 | $52M | 340k | 152.80 |
More positions owned by Financial Synergies Wealth Advisors
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