Vanguard Small-Cap ETF shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 2.6k | 237.00 |
| 2025-06-30 | $624k | 2.6k | 237.00 |
| 2025-03-31 | $589k | 2.7k | 221.77 |
| 2024-12-31 | $714k | 3.0k | 240.25 |
| 2024-09-30 | $652k | 3.0k | 218.02 |
| 2024-06-30 | $652k | 3.0k | 218.02 |
| 2024-03-31 | $2.2M | 10k | 222.26 |
| 2023-09-30 | $2.1M | 11k | 186.54 |
| 2023-06-30 | $2.1M | 11k | 197.80 |
| 2023-03-31 | $1.9M | 10k | 185.10 |
| 2022-12-31 | $1.9M | 10k | 183.54 |
| 2022-09-30 | $1.1M | 6.4k | 175.72 |
| 2022-06-30 | $1.0M | 5.8k | 177.81 |
| 2022-03-31 | $1.3M | 6.3k | 214.32 |
| 2021-12-31 | $1.4M | 6.1k | 226.96 |
| 2021-09-30 | $1.4M | 6.2k | 218.60 |
| 2021-06-30 | $1.4M | 6.0k | 226.81 |
| 2020-12-31 | $829k | 4.3k | 191.63 |
More positions owned by Vista Private Wealth Partners
View all positions for Vista Private Wealth Partners