Jeppson Wealth Management »

Vanguard Small-Cap ETF shares owned by Jeppson Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Jeppson Wealth Management from 13F filings

Historical chart of Jeppson Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 5.4k 237.21
2024-06-30 $1.2M 5.4k 218.04
2024-03-31 $1.2M 5.4k 228.59
2023-12-31 $1.2M 5.4k 213.33
2023-09-30 $810k 4.3k 189.07
2023-06-30 $856k 4.3k 198.89
2023-03-31 $864k 4.6k 189.56
2022-12-31 $819k 4.5k 183.54
2022-09-30 $632k 3.7k 170.90
2022-06-30 $388k 2.2k 176.28
2022-03-31 $609k 2.9k 212.49
2021-12-31 $283k 1.3k 226.04
2021-09-30 $289k 1.3k 218.61
2021-06-30 $297k 1.3k 224.66
2021-03-31 $288k 1.3k 213.81
2020-12-31 $267k 1.4k 194.61
2020-09-30 $211k 1.4k 153.79