Vanguard Small-Cap ETF shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 37k | 254.28 |
| 2025-06-30 | $8.7M | 37k | 236.98 |
| 2025-03-31 | $8.0M | 36k | 221.75 |
| 2024-12-31 | $8.4M | 35k | 240.28 |
| 2024-09-30 | $10M | 42k | 237.21 |
| 2024-06-30 | $9.0M | 41k | 218.04 |
| 2024-03-31 | $8.9M | 39k | 228.59 |
| 2023-12-31 | $5.6M | 26k | 213.33 |
| 2023-09-30 | $4.8M | 25k | 189.07 |
| 2023-06-30 | $4.8M | 24k | 198.89 |
| 2023-03-31 | $3.6M | 19k | 189.56 |
| 2022-12-31 | $2.8M | 15k | 183.54 |
| 2022-09-30 | $2.5M | 15k | 170.91 |
| 2022-06-30 | $2.6M | 15k | 176.11 |
| 2022-03-31 | $2.9M | 15k | 195.04 |
| 2021-12-31 | $3.7M | 16k | 226.01 |
| 2021-09-30 | $3.5M | 16k | 218.66 |
| 2021-06-30 | $3.5M | 15k | 225.29 |
| 2021-03-31 | $3.3M | 16k | 214.06 |
| 2020-12-31 | $3.0M | 15k | 194.71 |
| 2012-03-31 | $3.3M | 16k | 214.06 |