Vanguard Small-Cap ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 36k | 254.28 |
| 2025-06-30 | $8.7M | 37k | 236.98 |
| 2025-03-31 | $7.0M | 32k | 221.75 |
| 2024-12-31 | $8.8M | 37k | 240.28 |
| 2024-09-30 | $8.2M | 34k | 237.21 |
| 2024-06-30 | $7.6M | 35k | 218.04 |
| 2024-03-31 | $8.0M | 35k | 228.59 |
| 2023-12-31 | $7.8M | 37k | 213.33 |
| 2023-09-30 | $6.8M | 36k | 189.07 |
| 2023-06-30 | $7.2M | 36k | 198.89 |
| 2023-03-31 | $6.4M | 34k | 189.56 |
| 2022-12-31 | $7.2M | 39k | 183.54 |
| 2022-09-30 | $6.9M | 41k | 170.91 |
| 2022-06-30 | $6.8M | 39k | 176.10 |
| 2022-03-31 | $7.8M | 37k | 212.53 |
| 2021-12-31 | $7.5M | 33k | 226.00 |
| 2021-09-30 | $6.9M | 32k | 218.67 |
| 2021-06-30 | $7.0M | 31k | 225.29 |
| 2021-03-31 | $6.7M | 31k | 214.08 |
| 2020-12-31 | $6.3M | 32k | 194.68 |
| 2020-09-30 | $5.0M | 32k | 153.80 |
| 2020-06-30 | $4.8M | 33k | 145.74 |
| 2020-03-31 | $4.6M | 40k | 115.45 |
| 2019-12-31 | $4.2M | 26k | 165.65 |
| 2019-09-30 | $4.2M | 27k | 157.48 |
| 2019-06-30 | $4.5M | 28k | 157.22 |
| 2019-03-31 | $4.6M | 29k | 157.50 |
| 2018-12-31 | $4.1M | 31k | 131.99 |
More positions owned by Waller Financial Planning Group
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