Vanguard Small-Cap ETF shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 37k | 254.28 |
| 2025-06-30 | $12M | 49k | 236.98 |
| 2025-03-31 | $10M | 46k | 221.75 |
| 2024-12-31 | $11M | 44k | 240.28 |
| 2024-09-30 | $11M | 44k | 237.21 |
| 2024-06-30 | $11M | 48k | 218.04 |
| 2024-03-31 | $11M | 50k | 228.59 |
| 2023-12-31 | $12M | 56k | 213.33 |
| 2023-09-30 | $8.4M | 45k | 189.07 |
| 2023-06-30 | $7.5M | 38k | 198.89 |
| 2023-03-31 | $9.1M | 48k | 189.56 |
| 2022-12-31 | $9.1M | 50k | 183.54 |
| 2022-09-30 | $8.5M | 50k | 170.91 |
| 2022-06-30 | $203M | 1.2M | 176.11 |