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
Download as csvQuarterly 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 |