Vanguard Small-Cap ETF shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.3M | 11k | 303.13 |
| 2026-03-31 | $2.9M | 11k | 261.94 |
| 2025-12-31 | $2.9M | 11k | 257.97 |
| 2025-09-30 | $3.1M | 12k | 254.29 |
| 2025-06-30 | $2.9M | 12k | 236.99 |
| 2025-03-31 | $2.7M | 12k | 221.76 |
| 2024-12-31 | $2.1M | 8.7k | 240.29 |
| 2024-09-30 | $15k | 61 | 239.59 |
| 2024-06-30 | $13k | 61 | 219.38 |
| 2024-03-31 | $14k | 61 | 229.98 |
| 2023-12-31 | $13k | 61 | 213.98 |
| 2023-09-30 | $12k | 60 | 191.85 |
| 2023-06-30 | $12k | 27k | 0.44 |
| 2023-03-31 | $12k | 60 | 190.87 |
| 2022-12-31 | $11k | 60 | 184.05 |
More positions owned by Pension & Wealth Management Advisors
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