Vanguard Small-Cap ETF shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 48k | 254.28 |
| 2025-06-30 | $12M | 48k | 236.98 |
| 2025-03-31 | $11M | 48k | 221.75 |
| 2024-12-31 | $13M | 53k | 245.83 |
| 2024-09-30 | $12M | 51k | 235.13 |
| 2024-06-30 | $11M | 49k | 216.09 |
| 2024-03-31 | $10M | 48k | 213.73 |
| 2023-12-31 | $28M | 46k | 623.97 |
| 2023-09-30 | $8.0M | 43k | 187.23 |
| 2023-06-30 | $8.2M | 41k | 198.89 |
| 2023-03-31 | $7.7M | 42k | 186.32 |
| 2022-12-31 | $7.5M | 41k | 182.50 |
| 2022-09-30 | $8.1M | 45k | 180.58 |
| 2022-06-30 | $7.9M | 44k | 181.53 |
| 2022-03-31 | $9.2M | 43k | 214.33 |
| 2021-12-31 | $9.4M | 41k | 227.45 |
| 2021-09-30 | $8.6M | 39k | 218.68 |