Vanguard Small-Cap ETF shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $73k | 241 | 303.69 |
| 2026-03-31 | $63k | 241 | 262.41 |
| 2025-12-31 | $62k | 241 | 258.44 |
| 2025-09-30 | $61k | 241 | 254.76 |
| 2025-06-30 | $57k | 241 | 237.43 |
| 2025-03-31 | $94k | 423 | 221.99 |
| 2024-12-31 | $102k | 423 | 240.54 |
| 2024-09-30 | $101k | 426 | 237.46 |
| 2024-06-30 | $94k | 429 | 218.27 |