Vanguard Small-Cap ETF shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 1.1k | 254.18 |
| 2025-06-30 | $276k | 1.1k | 241.63 |
| 2025-03-31 | $253k | 1.1k | 221.83 |
| 2024-12-31 | $274k | 1.1k | 240.36 |
| 2024-09-30 | $271k | 1.1k | 237.29 |
| 2024-06-30 | $249k | 1.1k | 218.11 |
| 2024-03-31 | $261k | 1.1k | 228.67 |
| 2023-12-31 | $244k | 1.1k | 213.40 |
More positions owned by Shared Vision Wealth Group
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