Ownership history in Glassman Wealth Services · 44 quarters on record
This page tracks every 13F SEC filing in which Glassman Wealth Services reported a position in Vanguard Small Cap ETF (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 | 3,680 | +268 | +7.9% | 0.13% | $949K | $257.95 |
| 2025 Q3 | ADDED | 3,412 | +366 | +12.0% | 0.12% | $868K | $253.38 |
| 2025 Q2 | UNCHANGED | 3,046 | — | 0% | 0.11% | $722K | $235.40 |
| 2025 Q1 | UNCHANGED | 3,046 | — | 0% | 0.11% | $675K | $219.54 |
| 2024 Q4 | UNCHANGED | 3,046 | — | 0% | 0.12% | $732K | $236.92 |
| 2024 Q3 | UNCHANGED | 3,046 | — | 0% | 0.12% | $723K | $233.03 |
| 2024 Q2 | ADDED | 3,046 | +120 | +4.1% | 0.12% | $664K | $213.56 |
| 2024 Q1 | REDUCED | 2,926 | -125 | -4.1% | 0.14% | $669K | $223.02 |
| 2023 Q4 | ADDED | 3,051 | +2,227 | +270.3% | 0.09% | $651K | $207.51 |
| 2023 Q3 | UNCHANGED | 824 | — | 0% | 0.03% | $156K | $182.97 |
As of 2025 Q4 — sorted by position size