Vanguard Small-Cap ETF shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $327k | 1.1k | 303.16 |
| 2026-03-31 | $260k | 991 | 261.96 |
| 2025-12-31 | $159k | 616 | 258.01 |
| 2025-09-30 | $169k | 665 | 254.33 |
| 2025-06-30 | $121k | 512 | 236.89 |
| 2022-03-31 | $740k | 3.5k | 212.64 |
| 2021-12-31 | $796k | 3.5k | 226.01 |
| 2021-09-30 | $796k | 3.6k | 218.68 |
| 2021-06-30 | $729k | 3.2k | 225.28 |
| 2020-03-31 | $408k | 2.5k | 165.58 |
| 2019-12-31 | $408k | 2.5k | 165.58 |
| 2019-09-30 | $366 | 2.4k | 0.15 |
| 2019-06-30 | $480k | 3.1k | 156.35 |
| 2019-03-31 | $548k | 3.5k | 154.85 |
| 2018-12-31 | $544k | 3.8k | 144.80 |
| 2018-09-30 | $623k | 3.8k | 162.54 |
| 2018-06-30 | $677k | 4.3k | 155.78 |
| 2018-03-31 | $1.2M | 7.9k | 146.94 |
| 2017-12-31 | $1.4M | 9.7k | 142.28 |