Vanguard Small-Cap ETF shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $302k | 1.3k | 237.21 |
| 2024-06-30 | $282k | 1.3k | 218.04 |
| 2024-03-31 | $296k | 1.3k | 228.59 |
| 2023-12-31 | $300k | 1.4k | 213.33 |
| 2023-09-30 | $278k | 1.5k | 190.52 |
| 2023-06-30 | $273k | 1.4k | 198.89 |
| 2023-03-31 | $273k | 1.4k | 189.56 |
| 2022-12-31 | $282k | 1.5k | 183.54 |
| 2022-09-30 | $267k | 1.6k | 170.72 |
| 2022-06-30 | $276k | 1.6k | 176.47 |
| 2022-03-31 | $332k | 1.6k | 212.41 |
| 2021-12-31 | $315k | 1.4k | 225.81 |