Vanguard Small-Cap ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $406k | 1.7k | 237.16 |
| 2024-06-30 | $389k | 1.8k | 218.01 |
| 2024-03-31 | $12M | 51k | 228.59 |
| 2023-12-31 | $11M | 51k | 213.33 |
| 2023-09-30 | $9.5M | 50k | 189.07 |
| 2023-06-30 | $9.8M | 49k | 198.89 |
| 2023-03-31 | $9.2M | 48k | 189.56 |
| 2022-12-31 | $8.7M | 47k | 183.54 |
| 2022-09-30 | $7.9M | 46k | 170.91 |
| 2022-06-30 | $7.8M | 45k | 176.11 |