Vanguard Small-Cap ETF shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.3k | 255.07 |
| 2025-06-30 | $1.4M | 5.8k | 237.78 |
| 2025-03-31 | $1.5M | 6.7k | 221.74 |
| 2024-12-31 | $1.6M | 6.7k | 240.04 |
| 2024-09-30 | $1.8M | 9.6k | 182.40 |
| 2024-06-30 | $2.5M | 11k | 218.89 |
| 2024-03-31 | $2.8M | 12k | 228.59 |
| 2023-12-31 | $2.6M | 12k | 213.33 |
| 2023-09-30 | $2.4M | 13k | 189.07 |
| 2023-06-30 | $2.6M | 13k | 198.89 |
| 2023-03-31 | $2.5M | 13k | 189.56 |
| 2022-12-31 | $2.5M | 14k | 183.54 |
| 2022-09-30 | $2.5M | 15k | 170.92 |
| 2022-06-30 | $2.6M | 15k | 176.13 |
| 2022-03-31 | $4.0M | 19k | 212.53 |
| 2021-12-31 | $6.4M | 28k | 226.01 |
| 2021-09-30 | $47M | 215k | 218.67 |
| 2021-06-30 | $50M | 222k | 225.27 |
| 2021-03-31 | $40M | 188k | 214.08 |
| 2020-12-31 | $5.5M | 28k | 197.18 |
More positions owned by Trinity Financial Advisors
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