Vanguard Small-Cap ETF shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 1.6k | 254.30 |
| 2025-06-30 | $358k | 1.5k | 237.01 |
| 2025-03-31 | $330k | 1.5k | 221.74 |
| 2024-12-31 | $449k | 1.9k | 240.26 |
| 2024-09-30 | $649k | 2.7k | 237.25 |