Vanguard Small-Cap ETF shares owned by Mittelman Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Mittelman Wealth Management
from 13F filings
Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 17k | 254.29 |
| 2025-06-30 | $5.4M | 23k | 236.99 |
| 2025-03-31 | $3.5M | 16k | 221.76 |
| 2024-12-31 | $3.0M | 12k | 240.28 |
| 2024-09-30 | $3.9M | 17k | 237.21 |
| 2024-06-30 | $514k | 2.4k | 218.04 |
| 2024-03-31 | $572k | 2.5k | 228.59 |
More positions owned by Mittelman Wealth Management
View all positions for Mittelman Wealth Management