Vanguard Small-Cap ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $550k | 2.1k | 257.91 |
| 2025-09-30 | $371k | 1.5k | 254.29 |
| 2025-06-30 | $268k | 1.1k | 236.95 |
| 2025-03-31 | $236k | 1.1k | 221.72 |
| 2024-12-31 | $254k | 1.1k | 240.19 |
| 2024-09-30 | $201k | 847 | 237.27 |
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