Vanguard Small-Cap ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Holistic Planning 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 Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.9k | 254.29 |
| 2025-06-30 | $1.2M | 5.2k | 236.96 |
| 2025-03-31 | $1.0M | 4.7k | 221.73 |
| 2024-12-31 | $1.1M | 4.7k | 240.30 |
| 2024-09-30 | $1.3M | 5.4k | 237.22 |
| 2024-06-30 | $1.5M | 6.4k | 228.60 |
| 2024-03-31 | $1.5M | 6.5k | 228.60 |