Vanguard Small-Cap ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell 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 Lyell Wealth Management 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 Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $660k | 2.9k | 228.59 |
| 2023-12-31 | $633k | 3.0k | 213.33 |
| 2023-09-30 | $616k | 3.3k | 189.07 |
| 2023-06-30 | $677k | 3.4k | 198.89 |
| 2023-03-31 | $700k | 3.7k | 189.56 |
| 2022-12-31 | $704k | 3.8k | 183.54 |
| 2022-09-30 | $767k | 4.5k | 170.90 |
| 2022-06-30 | $790k | 4.5k | 176.03 |
| 2022-03-31 | $810k | 3.8k | 212.43 |
| 2021-12-31 | $1.2M | 5.1k | 226.09 |
| 2021-09-30 | $1.1M | 4.9k | 218.60 |
| 2021-06-30 | $1.1M | 4.9k | 225.32 |
| 2021-03-31 | $982k | 4.6k | 214.04 |
| 2020-12-31 | $426k | 2.2k | 194.70 |
| 2019-12-31 | $235k | 1.4k | 165.38 |
| 2019-09-30 | $217k | 1.4k | 153.79 |
| 2019-06-30 | $222k | 1.4k | 157.34 |
| 2019-03-31 | $216k | 1.4k | 153.08 |