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Vanguard Small-Cap ETF shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $176k 684 257.95
2025-09-30 $4.1k 16 254.31
2025-06-30 $10k 42 237.00
2025-03-31 $3.5k 16 221.75
2024-12-31 $4.0k 16 247.75
2024-09-30 $4.0k 16 252.00