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Vanguard Small-Cap ETF shares owned by Perfromance Wealth Partners

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Perfromance Wealth Partners from 13F filings

Historical chart of Perfromance Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 11k 254.28
2025-06-30 $2.7M 11k 236.98
2025-03-31 $2.4M 11k 221.75
2024-12-31 $2.4M 10k 240.28
2024-09-30 $2.2M 9.4k 237.21
2024-06-30 $1.9M 8.5k 218.04
2024-03-31 $5.8M 26k 228.59
2023-12-31 $8.5M 40k 213.33
2023-09-30 $7.7M 41k 189.07
2023-06-30 $6.7M 34k 197.70
2023-03-31 $5.1M 27k 189.56
2022-12-31 $1.4M 7.9k 183.54