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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

Tip: Access up to 7 years of quarterly data

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

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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
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