Vanguard Small-Cap ETF shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $307k | 1.2k | 257.92 |
| 2025-09-30 | $315k | 1.2k | 254.31 |
| 2025-06-30 | $294k | 1.2k | 236.99 |
| 2025-03-31 | $476k | 2.1k | 221.71 |
| 2024-12-31 | $24M | 100k | 240.28 |
| 2024-09-30 | $23M | 99k | 234.73 |
| 2024-06-30 | $22M | 97k | 227.20 |
| 2024-03-31 | $21M | 99k | 210.76 |
| 2023-12-31 | $22M | 105k | 213.33 |