Vanguard Small-Cap ETF shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.5M | 13k | 189.07 |
| 2023-06-30 | $2.7M | 14k | 198.89 |
| 2023-03-31 | $2.7M | 14k | 189.56 |
| 2022-12-31 | $2.6M | 14k | 183.54 |
| 2022-09-30 | $2.7M | 16k | 170.92 |
| 2022-06-30 | $2.8M | 16k | 176.10 |
| 2022-03-31 | $3.4M | 16k | 212.52 |
| 2021-12-31 | $3.6M | 16k | 226.02 |
| 2021-09-30 | $3.2M | 15k | 218.69 |
| 2021-06-30 | $3.2M | 14k | 225.29 |
| 2021-03-31 | $2.9M | 14k | 214.07 |
| 2020-12-31 | $2.7M | 14k | 194.71 |
| 2020-09-30 | $2.1M | 14k | 153.78 |
| 2020-06-30 | $1.9M | 13k | 145.74 |
| 2020-03-31 | $1.9M | 17k | 115.47 |
| 2019-12-31 | $2.9M | 17k | 165.64 |
| 2019-09-30 | $2.4M | 16k | 153.88 |
More positions owned by Williams Jones Wealth Management
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