Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in VANGUARD SMALL-CAP INDEX FUND (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 39,351 | +1,395 | +3.7% | 1.40% | $10.2M | $257.95 |
| 2025 Q3 | ADDED | 37,956 | +3,311 | +9.6% | 1.38% | $9.7M | $253.38 |
| 2025 Q2 | REDUCED | 34,645 | -125,200 | -78.3% | 1.31% | $8.2M | $235.40 |
| 2025 Q1 | REDUCED | 159,845 | -22,093 | -12.1% | 2.36% | $35.4M | $219.54 |
As of 2025 Q4 — sorted by position size