Vanguard Small-Cap ETF shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $420k | 1.4k | 303.22 |
| 2026-03-31 | $365k | 1.4k | 261.99 |
| 2025-12-31 | $367k | 1.4k | 258.00 |
| 2025-09-30 | $380k | 1.5k | 254.29 |
| 2025-06-30 | $359k | 1.5k | 236.98 |
| 2025-03-31 | $401k | 1.8k | 221.75 |
| 2024-12-31 | $467k | 1.9k | 240.28 |
| 2024-09-30 | $475k | 2.0k | 237.21 |
| 2024-06-30 | $1.2M | 5.3k | 228.59 |
| 2024-03-31 | $1.2M | 5.3k | 228.59 |
| 2023-12-31 | $4.9M | 23k | 213.33 |