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Vanguard Small-Cap ETF shares owned by LVW Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 1.4k 254.36
2025-06-30 $321k 1.4k 237.04
2025-03-31 $300k 1.4k 221.81
2024-12-31 $254k 1.1k 240.34
2024-09-30 $212k 894 237.23
2024-06-30 $251k 1.2k 218.03
2024-03-31 $201k 877 228.58
2022-03-31 $233k 1.1k 212.20
2020-09-30 $214k 1.4k 154.07
2019-12-31 $202k 1.2k 165.98
2019-06-30 $207k 1.3k 156.34
2019-03-31 $213k 1.4k 153.02
2018-09-30 $291k 1.8k 162.66
2018-06-30 $288k 1.9k 155.42
2018-03-31 $275k 1.9k 146.82
2017-12-31 $298k 2.0k 147.82
2017-09-30 $293k 2.1k 141.14
2017-06-30 $282k 2.1k 135.45
2017-03-31 $277k 2.1k 133.05
2016-12-31 $289k 2.2k 129.02
2016-09-30 $289k 2.4k 122.15
2016-06-30 $349k 3.0k 115.83
2016-03-31 $418k 3.7k 111.59
2015-12-31 $450k 4.1k 110.62
2015-09-30 $442k 4.1k 107.99
2015-06-30 $497k 4.1k 121.43
2015-03-31 $482k 3.9k 122.52
2014-12-31 $461k 4.0k 116.65