Vanguard Small-Cap ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $426k | 1.6k | 261.90 |
| 2025-12-31 | $305k | 1.2k | 257.86 |
| 2025-09-30 | $308k | 1.2k | 254.34 |
| 2025-06-30 | $293k | 1.2k | 236.98 |
| 2025-03-31 | $282k | 1.3k | 221.75 |
| 2024-12-31 | $263k | 1.1k | 240.28 |
| 2024-09-30 | $241k | 1.0k | 237.21 |
| 2024-06-30 | $268k | 1.2k | 218.04 |
| 2024-03-31 | $489k | 2.1k | 228.59 |
| 2023-12-31 | $262k | 1.2k | 213.33 |
| 2023-09-30 | $405k | 2.1k | 189.07 |
| 2023-06-30 | $423k | 2.1k | 198.89 |
| 2023-03-31 | $411k | 2.2k | 189.56 |
| 2022-12-31 | $439k | 2.4k | 183.54 |
| 2022-09-30 | $409k | 2.4k | 171.06 |
| 2022-06-30 | $421k | 2.4k | 176.08 |
| 2022-03-31 | $465k | 2.2k | 212.14 |
| 2021-12-31 | $524k | 2.3k | 225.96 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management