Vanguard Small-Cap ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 47k | 254.28 |
| 2025-06-30 | $12M | 49k | 237.13 |
| 2025-03-31 | $10M | 46k | 221.75 |
| 2024-12-31 | $8.8M | 37k | 240.28 |
| 2024-09-30 | $10M | 42k | 237.21 |
| 2024-06-30 | $5.2M | 24k | 218.04 |
| 2024-03-31 | $411k | 1.8k | 228.59 |
| 2023-12-31 | $1.8M | 8.4k | 213.34 |
| 2023-09-30 | $1.3M | 7.1k | 189.07 |
| 2023-06-30 | $1.6M | 8.0k | 198.90 |
| 2023-03-31 | $1.6M | 8.2k | 189.56 |
| 2022-12-31 | $1.5M | 7.9k | 183.53 |
| 2022-09-30 | $1.8M | 11k | 170.89 |
| 2022-06-30 | $2.1M | 11k | 195.97 |
| 2022-03-31 | $2.3M | 11k | 212.50 |
| 2021-12-31 | $2.3M | 11k | 211.80 |
| 2021-09-30 | $1.4M | 6.6k | 218.70 |
| 2021-06-30 | $1.2M | 5.2k | 225.24 |
| 2021-03-31 | $872k | 4.1k | 214.78 |
| 2020-12-31 | $829k | 3.8k | 217.99 |
| 2020-09-30 | $500k | 3.3k | 153.70 |
| 2020-06-30 | $513k | 3.2k | 158.77 |
| 2020-03-31 | $617k | 5.3k | 115.39 |
| 2018-12-31 | $210k | 1.4k | 151.62 |
More positions owned by Pensionmark Financial Group
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