Smallwood Wealth Investment Management »

Vanguard Small-Cap ETF shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $118k 465 254.28
2025-06-30 $110k 464 236.98
2025-03-31 $96k 431 221.75