Vanguard Small-Cap ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 11k | 237.20 |
| 2024-06-30 | $117k | 536 | 218.00 |
| 2024-03-31 | $123k | 536 | 228.55 |
| 2023-12-31 | $114k | 535 | 213.20 |
| 2023-09-30 | $150k | 793 | 188.98 |
| 2023-06-30 | $145k | 728 | 198.93 |
| 2023-03-31 | $131k | 690 | 189.56 |
| 2022-12-31 | $127k | 690 | 183.54 |
| 2022-09-30 | $65k | 382 | 170.16 |
| 2022-06-30 | $55k | 315 | 174.60 |
| 2022-03-31 | $161k | 759 | 212.12 |
| 2021-12-31 | $178k | 789 | 225.60 |
| 2021-09-30 | $80k | 366 | 218.58 |
| 2020-09-30 | $19k | 125 | 152.00 |
| 2018-12-31 | $5.0k | 37 | 135.14 |
| 2018-09-30 | $6.0k | 37 | 162.16 |
| 2018-06-30 | $6.0k | 37 | 162.16 |
| 2018-03-31 | $5.0k | 37 | 135.14 |
| 2017-12-31 | $5.0k | 36 | 138.89 |
| 2017-09-30 | $5.0k | 36 | 138.89 |
| 2017-06-30 | $5.0k | 36 | 138.89 |
| 2017-03-31 | $5.0k | 36 | 138.89 |
| 2016-12-31 | $5.0k | 36 | 138.89 |
| 2016-09-30 | $4.0k | 36 | 111.11 |
| 2016-06-30 | $4.0k | 36 | 111.11 |
| 2016-03-31 | $3.0k | 27 | 111.11 |
| 2015-12-31 | $3.0k | 27 | 111.11 |
| 2015-09-30 | $3.0k | 27 | 111.11 |
| 2015-06-30 | $2.0k | 18 | 111.11 |
| 2015-03-31 | $2.0k | 18 | 111.11 |
| 2014-12-31 | $2.0k | 18 | 111.11 |
| 2014-09-30 | $18k | 159 | 113.21 |
| 2014-06-30 | $78k | 663 | 117.65 |
| 2014-03-31 | $641k | 5.7k | 112.95 |
| 2013-12-31 | $1.8M | 16k | 109.96 |
| 2013-09-30 | $1.7M | 16k | 102.49 |
| 2013-06-30 | $1.6M | 17k | 93.71 |