Vanguard Small-Cap ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 1.9k | 254.28 |
| 2025-06-30 | $460k | 1.9k | 236.95 |
| 2025-03-31 | $430k | 1.9k | 221.72 |
| 2024-12-31 | $466k | 1.9k | 240.29 |
| 2024-09-30 | $459k | 1.9k | 237.27 |
| 2024-06-30 | $425k | 1.9k | 218.03 |
| 2024-03-31 | $449k | 2.0k | 228.59 |
| 2023-12-31 | $427k | 2.0k | 213.31 |
| 2023-09-30 | $310k | 1.6k | 189.07 |
| 2023-06-30 | $349k | 1.8k | 198.89 |
| 2023-03-31 | $335k | 1.8k | 189.56 |
| 2022-12-31 | $329k | 1.8k | 183.54 |
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