Vanguard Small-Cap ETF shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 2.6k | 254.28 |
| 2025-06-30 | $605k | 2.6k | 236.98 |
| 2025-03-31 | $566k | 2.6k | 221.75 |
| 2024-12-31 | $609k | 2.5k | 240.28 |
| 2024-09-30 | $598k | 2.5k | 237.21 |
| 2024-06-30 | $1.6M | 2.5k | 650.35 |
| 2024-03-31 | $569k | 2.5k | 228.59 |
| 2023-12-31 | $628k | 2.9k | 213.33 |
| 2023-09-30 | $558k | 2.9k | 189.07 |
| 2023-06-30 | $590k | 3.0k | 198.89 |
| 2022-09-30 | $1.0M | 5.9k | 170.93 |
| 2022-06-30 | $1.1M | 6.1k | 176.06 |
| 2022-03-31 | $1.5M | 7.2k | 212.50 |
| 2021-12-31 | $1.6M | 7.1k | 226.01 |
| 2021-09-30 | $1.4M | 6.6k | 218.60 |
| 2021-06-30 | $1.5M | 6.6k | 225.34 |
| 2021-03-31 | $1.3M | 6.1k | 214.11 |
| 2020-12-31 | $825k | 4.2k | 194.67 |
| 2020-09-30 | $502k | 3.3k | 153.66 |
| 2020-06-30 | $480k | 3.3k | 145.63 |
| 2020-03-31 | $455k | 3.9k | 115.54 |
| 2019-12-31 | $646k | 3.9k | 165.56 |
| 2019-09-30 | $639k | 4.2k | 153.94 |
| 2019-06-30 | $654k | 4.2k | 156.72 |
| 2019-03-31 | $558k | 3.7k | 152.83 |