Vanguard Small-Cap ETF shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 254.27 |
| 2025-06-30 | $1.5M | 6.3k | 236.99 |
| 2025-03-31 | $1.4M | 6.3k | 221.75 |
| 2024-12-31 | $1.5M | 6.3k | 240.27 |
| 2024-09-30 | $1.5M | 6.3k | 237.19 |
| 2024-06-30 | $1.4M | 6.3k | 218.04 |
| 2024-03-31 | $1.4M | 6.3k | 228.59 |
| 2023-09-30 | $1.2M | 6.3k | 189.06 |
| 2023-06-30 | $1.3M | 6.7k | 198.89 |
| 2023-03-31 | $1.8M | 9.5k | 189.56 |
| 2022-12-31 | $1.7M | 9.5k | 183.54 |
| 2022-09-30 | $1.6M | 9.5k | 170.91 |
| 2022-06-30 | $1.7M | 9.5k | 176.10 |
| 2022-03-31 | $3.4M | 16k | 212.53 |
| 2021-12-31 | $4.4M | 20k | 226.01 |
| 2021-09-30 | $4.3M | 20k | 218.68 |
| 2021-06-30 | $5.3M | 23k | 225.26 |
| 2021-03-31 | $7.0M | 61k | 115.43 |
| 2020-12-31 | $5.3M | 27k | 194.69 |
| 2020-09-30 | $5.3M | 35k | 153.81 |
| 2020-06-30 | $5.9M | 41k | 145.72 |
| 2020-03-31 | $7.0M | 61k | 115.43 |
More positions owned by Wellspring Financial Advisors
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