Vanguard Small-Cap ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 93k | 255.08 |
| 2025-06-30 | $25M | 106k | 237.76 |
| 2024-09-30 | $1.7M | 7.1k | 237.93 |
| 2024-06-30 | $1.5M | 7.0k | 218.90 |
| 2024-03-31 | $1.9M | 8.2k | 228.60 |
| 2023-12-31 | $1.6M | 7.6k | 213.34 |
| 2023-09-30 | $1.6M | 8.4k | 189.07 |
| 2023-06-30 | $1.7M | 8.4k | 198.89 |
| 2023-03-31 | $1.5M | 8.0k | 189.56 |
| 2022-12-31 | $1.7M | 9.3k | 183.54 |
| 2022-09-30 | $1.4M | 8.1k | 170.93 |
| 2022-06-30 | $1.4M | 8.1k | 176.12 |
| 2022-03-31 | $1.8M | 8.3k | 212.58 |
| 2021-12-31 | $312k | 1.4k | 225.76 |
| 2021-06-30 | $205k | 910 | 225.27 |
| 2021-03-31 | $253k | 1.2k | 213.68 |
| 2020-12-31 | $210k | 1.1k | 194.62 |