Vanguard Small-Cap ETF shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 1.4k | 254.28 |
| 2025-06-30 | $311k | 1.3k | 236.98 |
| 2025-03-31 | $332k | 1.5k | 221.75 |
| 2024-12-31 | $292k | 1.2k | 240.28 |
| 2024-09-30 | $288k | 1.2k | 237.21 |
| 2024-06-30 | $268k | 1.2k | 218.04 |
| 2024-03-31 | $279k | 1.2k | 228.59 |
| 2023-12-31 | $259k | 1.2k | 213.33 |
| 2023-09-30 | $230k | 1.2k | 189.07 |
| 2023-06-30 | $242k | 1.2k | 198.89 |
| 2023-03-31 | $231k | 1.2k | 189.56 |
| 2022-12-31 | $223k | 1.2k | 183.54 |
| 2022-09-30 | $208k | 1.2k | 171.05 |
| 2022-06-30 | $214k | 1.2k | 175.99 |
| 2022-03-31 | $258k | 1.2k | 212.17 |
| 2021-12-31 | $275k | 1.2k | 226.15 |
| 2021-09-30 | $266k | 1.2k | 218.75 |
| 2021-06-30 | $274k | 1.2k | 225.33 |
| 2021-03-31 | $432k | 2.0k | 214.07 |
| 2020-12-31 | $395k | 2.0k | 194.49 |
| 2020-09-30 | $310k | 2.0k | 153.62 |
| 2020-06-30 | $294k | 2.0k | 145.69 |