Vanguard Small-Cap ETF shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group 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 Private Client Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 1.3k | 254.18 |
| 2025-06-30 | $331k | 1.4k | 236.90 |
| 2025-03-31 | $316k | 1.4k | 221.67 |
| 2024-12-31 | $361k | 1.5k | 240.20 |
| 2024-09-30 | $359k | 1.5k | 237.13 |
| 2024-03-31 | $446k | 2.0k | 228.53 |
| 2023-12-31 | $448k | 2.1k | 213.28 |
| 2023-06-30 | $456k | 2.3k | 198.85 |
| 2023-03-31 | $449k | 2.4k | 189.58 |
| 2022-12-31 | $489k | 2.7k | 183.53 |
| 2022-09-30 | $455k | 2.7k | 170.80 |
| 2022-06-30 | $469k | 2.7k | 176.05 |
| 2022-03-31 | $542k | 2.6k | 212.55 |
More positions owned by Forum Private Client Group
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