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Vanguard Small-Cap ETF shares owned by Wells Trecaso Financial Group

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

Historical chart of Wells Trecaso Financial 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 Wells Trecaso Financial 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 Wells Trecaso Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $845k 3.7k 228.59
2023-12-31 $867k 4.1k 213.33
2023-09-30 $709k 3.7k 189.07
2023-06-30 $734k 3.7k 198.89
2023-03-31 $699k 3.7k 189.56
2022-12-31 $619k 3.4k 183.54
2022-09-30 $468k 2.7k 170.93
2022-06-30 $407k 2.3k 176.19
2022-03-31 $442k 2.1k 212.50
2021-12-31 $206k 910 226.37
2020-06-30 $100k 687 145.56