Vanguard Small-Cap ETF shares owned by KWB Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 1.3k | 236.98 |
| 2025-06-30 | $281k | 1.3k | 221.75 |
| 2025-03-31 | $304k | 1.3k | 240.28 |
| 2024-12-31 | $301k | 1.3k | 237.21 |
| 2024-09-30 | $276k | 1.3k | 218.04 |
| 2024-06-30 | $304k | 1.3k | 228.59 |
| 2024-03-31 | $304k | 1.3k | 228.59 |
| 2023-12-31 | $288k | 1.4k | 213.33 |
| 2023-09-30 | $269k | 1.4k | 198.89 |
| 2023-06-30 | $269k | 1.4k | 198.89 |
| 2023-03-31 | $325k | 1.8k | 183.54 |
| 2022-12-31 | $325k | 1.8k | 183.54 |
| 2022-09-30 | $310k | 1.8k | 170.89 |
| 2022-06-30 | $319k | 1.8k | 175.85 |
| 2022-03-31 | $416k | 1.8k | 225.96 |
| 2021-12-31 | $416k | 1.8k | 225.96 |
| 2021-09-30 | $408k | 1.9k | 218.42 |
| 2021-06-30 | $396k | 1.9k | 213.94 |
| 2021-03-31 | $396k | 1.9k | 213.94 |
| 2020-12-31 | $360k | 1.9k | 194.49 |