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Vanguard Small-Cap ETF shares owned by Independent Financial Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial 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 Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 14k 261.92
2025-09-30 $4.1M 16k 254.29
2025-06-30 $3.7M 16k 236.99
2025-03-31 $3.7M 17k 221.76
2024-12-31 $3.7M 15k 240.28
2024-09-30 $3.5M 15k 237.22
2024-06-30 $3.1M 14k 218.05
2024-03-31 $3.2M 14k 228.59
2023-12-31 $3.4M 16k 213.33
2023-09-30 $2.4M 13k 189.07
2023-06-30 $1.9M 9.6k 198.88
2023-03-31 $1.7M 9.1k 189.56
2022-12-31 $1.5M 8.1k 183.56
2022-09-30 $1.3M 7.5k 170.93
2022-06-30 $814k 4.6k 176.14
2022-03-31 $983k 4.6k 212.53
2021-12-31 $948k 4.2k 226.01
2021-09-30 $796k 3.6k 218.67
2021-06-30 $780k 3.5k 225.28
2021-03-31 $713k 3.3k 214.08
2020-12-31 $589k 3.0k 194.68
2020-09-30 $527k 3.4k 153.80
2020-06-30 $456k 3.1k 145.72
2020-03-31 $320k 2.8k 115.44