Vanguard Small-Cap ETF shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 17k | 254.28 |
| 2025-06-30 | $4.2M | 18k | 236.98 |
| 2025-03-31 | $3.8M | 17k | 221.76 |
| 2024-12-31 | $1.3M | 5.6k | 240.30 |
| 2024-09-30 | $338k | 1.4k | 237.22 |
| 2024-06-30 | $230k | 1.1k | 218.01 |
| 2024-03-31 | $216k | 971 | 222.58 |