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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |