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Vanguard Small-Cap ETF shares owned by Roosevelt Investment Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Roosevelt Investment Group from 13F filings

Historical chart of Roosevelt Investment Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Roosevelt Investment Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 9.4k 170.94
2022-06-30 $1.6M 9.2k 176.06
2022-03-31 $2.0M 9.2k 212.49
2021-12-31 $3.9M 17k 226.00
2018-12-31 $366k 2.8k 132.13
2018-09-30 $450k 2.8k 162.45