Vanguard Small-Cap ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.27 |
| 2025-06-30 | $2.6M | 11k | 236.97 |
| 2025-03-31 | $2.7M | 12k | 221.75 |
| 2024-12-31 | $3.0M | 12k | 240.29 |
| 2024-09-30 | $3.0M | 12k | 237.22 |
| 2024-06-30 | $2.8M | 13k | 218.04 |
| 2024-03-31 | $3.1M | 14k | 228.59 |
| 2023-12-31 | $2.9M | 13k | 213.34 |
| 2023-09-30 | $2.6M | 14k | 189.07 |
| 2023-06-30 | $2.8M | 14k | 198.89 |
| 2023-03-31 | $2.8M | 15k | 189.56 |
| 2022-12-31 | $2.7M | 15k | 183.53 |
| 2022-09-30 | $2.5M | 15k | 170.88 |
| 2022-06-30 | $2.6M | 15k | 176.09 |
| 2022-03-31 | $3.3M | 16k | 212.48 |
| 2021-12-31 | $3.6M | 16k | 226.31 |
| 2021-09-30 | $3.5M | 16k | 218.64 |
| 2021-06-30 | $3.6M | 16k | 225.24 |
| 2021-03-31 | $3.6M | 17k | 214.05 |
| 2020-12-31 | $3.7M | 17k | 215.86 |