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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
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