Vanguard Small-Cap ETF shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509 | 2 | 254.50 |
| 2025-06-30 | $474 | 2 | 237.00 |
| 2025-03-31 | $6.8M | 31k | 221.75 |
| 2024-12-31 | $8.2M | 34k | 240.28 |
| 2024-09-30 | $8.1M | 34k | 237.21 |
| 2024-06-30 | $7.1M | 33k | 218.04 |
| 2024-03-31 | $13M | 58k | 228.59 |
| 2023-12-31 | $11M | 53k | 213.33 |
| 2023-09-30 | $9.7M | 51k | 189.07 |
| 2023-06-30 | $6.1M | 32k | 189.47 |
| 2023-03-31 | $6.1M | 32k | 189.50 |
| 2022-12-31 | $3.7M | 20k | 183.54 |
| 2022-09-30 | $3.3M | 20k | 170.89 |
| 2022-06-30 | $3.2M | 18k | 179.25 |
| 2022-03-31 | $3.5M | 17k | 212.53 |
| 2021-06-30 | $4.3M | 19k | 225.26 |
| 2021-03-31 | $3.5M | 16k | 214.10 |
| 2020-12-31 | $2.5M | 13k | 194.71 |