Vanguard Small-Cap ETF shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap ETF by Circle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $13M | 59k | 213.33 |
2023-09-30 | $43M | 228k | 189.07 |
2023-06-30 | $1.1M | 5.7k | 198.89 |
2023-03-31 | $1.1M | 5.7k | 189.56 |
2022-12-31 | $1.1M | 5.7k | 183.54 |
2022-09-30 | $980k | 5.7k | 170.97 |
2022-06-30 | $1.0M | 5.7k | 176.03 |
2022-03-31 | $1.2M | 5.7k | 212.49 |
2021-12-31 | $1.3M | 5.7k | 225.92 |
2021-09-30 | $1.3M | 5.7k | 218.60 |
2021-06-30 | $1.3M | 5.7k | 225.23 |
2021-03-31 | $1.2M | 5.7k | 214.06 |
2020-12-31 | $1.1M | 5.7k | 194.70 |
2020-09-30 | $882k | 5.7k | 153.87 |
2020-06-30 | $835k | 5.7k | 145.67 |
2020-03-31 | $662k | 5.7k | 115.49 |