Vanguard Small-Cap ETF shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 1.6k | 254.35 |
| 2025-06-30 | $390k | 1.6k | 236.97 |
| 2025-03-31 | $442k | 2.0k | 221.70 |
| 2024-12-31 | $513k | 2.1k | 240.26 |
| 2024-09-30 | $506k | 2.1k | 237.18 |
| 2024-06-30 | $466k | 2.1k | 218.04 |
| 2024-03-31 | $514k | 2.3k | 228.59 |
| 2023-12-31 | $504k | 2.4k | 213.29 |
| 2023-09-30 | $448k | 2.4k | 189.04 |
| 2023-06-30 | $453k | 2.3k | 198.91 |
| 2023-03-31 | $433k | 2.3k | 189.52 |
| 2022-12-31 | $465k | 2.5k | 183.56 |
| 2022-09-30 | $505k | 3.0k | 170.90 |
| 2022-06-30 | $640k | 3.6k | 175.97 |
| 2022-03-31 | $1.2M | 5.6k | 212.58 |
| 2021-12-31 | $1.8M | 8.0k | 225.98 |