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
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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 |
|---|---|---|---|
| 2025-09-30 | $948k | 3.7k | 254.28 |
| 2025-06-30 | $879k | 383k | 2.30 |
| 2025-03-31 | $809k | 3.6k | 221.75 |
| 2024-12-31 | $881k | 3.7k | 240.28 |
| 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 |