Vanguard Small-Cap ETF shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.1M | 9.6k | 218.04 |
| 2024-03-31 | $2.7M | 12k | 228.59 |
| 2023-12-31 | $2.5M | 12k | 213.32 |
| 2023-09-30 | $2.3M | 12k | 189.08 |
| 2023-06-30 | $2.1M | 11k | 198.90 |
| 2023-03-31 | $1.7M | 8.8k | 189.56 |
| 2022-12-31 | $2.6M | 14k | 183.54 |
| 2022-09-30 | $2.7M | 16k | 170.91 |
| 2022-06-30 | $3.0M | 17k | 176.13 |
| 2022-03-31 | $6.1M | 29k | 212.52 |
| 2021-12-31 | $5.5M | 25k | 226.02 |
| 2021-09-30 | $4.1M | 19k | 218.69 |
| 2021-06-30 | $3.1M | 14k | 225.26 |
| 2021-03-31 | $2.4M | 11k | 214.07 |
| 2020-12-31 | $1.4M | 7.3k | 194.71 |
| 2020-06-30 | $678k | 4.7k | 145.62 |
| 2020-03-31 | $530k | 4.6k | 115.37 |
| 2019-12-31 | $6.9M | 42k | 165.65 |
| 2019-09-30 | $6.2M | 40k | 153.89 |
| 2019-06-30 | $5.8M | 37k | 156.66 |
| 2019-03-31 | $4.6M | 30k | 152.81 |
| 2018-12-31 | $3.7M | 28k | 131.99 |