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Vanguard Small-Cap ETF shares owned by GeoWealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $28k 149 187.92
2023-06-30 $30k 149 201.34
2023-03-31 $28k 149 187.92
2022-12-31 $27k 149 181.21
2022-03-31 $1.3M 6.1k 212.52
2021-09-30 $352k 1.6k 218.79
2019-09-30 $5.8M 38k 153.90