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Vanguard Small-Cap ETF shares owned by Waterford Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $901k 3.8k 237.21
2024-06-30 $828k 3.8k 218.04
2024-03-31 $868k 3.8k 228.59
2023-09-30 $723k 3.8k 189.14
2023-06-30 $761k 3.8k 199.01
2023-03-31 $730k 3.9k 189.56
2022-12-31 $684k 3.7k 183.48