Vanguard Small-Cap ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.8k | 254.29 |
| 2025-06-30 | $2.5M | 11k | 236.99 |
| 2025-03-31 | $2.5M | 11k | 221.75 |
| 2024-12-31 | $2.7M | 11k | 240.29 |
| 2024-09-30 | $3.0M | 13k | 237.92 |
| 2024-06-30 | $5.6M | 26k | 218.04 |
| 2024-03-31 | $6.8M | 30k | 228.59 |
| 2023-09-30 | $5.6M | 29k | 189.07 |
| 2023-06-30 | $5.9M | 29k | 198.89 |
| 2023-03-31 | $7.9M | 41k | 189.56 |
| 2022-12-31 | $7.6M | 42k | 183.54 |
| 2022-09-30 | $7.7M | 45k | 170.92 |
| 2022-06-30 | $8.4M | 48k | 176.11 |
| 2022-03-31 | $14M | 67k | 212.52 |
| 2021-12-31 | $15M | 66k | 226.01 |
| 2021-09-30 | $10M | 46k | 218.66 |
| 2021-06-30 | $10M | 45k | 225.29 |
| 2021-03-31 | $9.6M | 45k | 214.07 |
| 2020-12-31 | $2.8M | 14k | 194.68 |