Vanguard Small-Cap ETF shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $864k | 3.4k | 254.28 |
| 2025-06-30 | $626k | 2.6k | 236.95 |
| 2025-03-31 | $644k | 2.9k | 221.75 |
| 2024-12-31 | $4.5M | 19k | 240.36 |