Vanguard Small-Cap ETF shares owned by WMS Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap ETF by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 4.5k | 240.28 |
| 2024-09-30 | $1.3M | 5.5k | 237.21 |
| 2024-06-30 | $1.2M | 5.4k | 218.04 |
| 2024-03-31 | $1.5M | 6.6k | 228.59 |
| 2023-12-31 | $1.4M | 6.6k | 213.33 |
| 2023-09-30 | $1.2M | 6.6k | 189.07 |
| 2023-06-30 | $1.3M | 6.6k | 198.89 |
| 2023-03-31 | $1.3M | 6.6k | 189.56 |
| 2022-12-31 | $1.3M | 7.1k | 183.54 |
| 2022-09-30 | $1.2M | 7.1k | 170.87 |
| 2022-06-30 | $976k | 5.5k | 176.14 |
| 2022-03-31 | $1.2M | 5.5k | 212.59 |
| 2021-09-30 | $673k | 3.1k | 218.79 |
| 2021-06-30 | $693k | 3.1k | 225.29 |
| 2020-12-31 | $378k | 2.5k | 153.85 |
| 2020-09-30 | $378k | 2.5k | 153.85 |
| 2020-06-30 | $358k | 2.5k | 145.71 |
| 2015-06-30 | $976k | 8.0k | 121.51 |
| 2015-03-31 | $984k | 8.0k | 122.51 |
| 2014-09-30 | $797k | 7.2k | 110.68 |
| 2014-06-30 | $843k | 7.2k | 117.07 |
| 2014-03-31 | $652k | 5.8k | 112.88 |
| 2013-12-31 | $635k | 5.8k | 109.94 |
| 2013-09-30 | $579k | 5.6k | 102.55 |
| 2013-06-30 | $529k | 5.6k | 93.69 |
| 2013-03-31 | $713k | 7.8k | 91.21 |
| 2012-12-31 | $632k | 7.8k | 80.85 |
| 2012-09-30 | $599k | 7.5k | 80.09 |
| 2012-06-30 | $569k | 7.5k | 76.08 |
| 2012-03-31 | $533k | 6.8k | 77.99 |
| 2011-12-31 | $550k | 7.9k | 69.66 |
| 2011-09-30 | $419k | 6.8k | 61.31 |
| 2011-06-30 | $533k | 6.8k | 77.99 |