VB VANGUARD SMALL-CAP ETF

Ownership history in Gleason Group, Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which Gleason Group, Inc. 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.

Peak position
1.55% (2020 Q2)
Avg. % of fund
0.98%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,259 +129 +0.7% 0.49% $5.0M $257.95
2025 Q3 ADDED 19,130 +10 +0.1% 0.49% $4.9M $253.38
2025 Q2 REDUCED 19,120 -109 -0.6% 0.49% $4.5M $235.40
2025 Q1 ADDED 19,229 +46 +0.2% 0.77% $4.3M $219.54
2024 Q4 ADDED 19,183 +128 +0.7% 0.81% $4.6M $236.92
2024 Q3 ADDED 19,055 +448 +2.4% 0.83% $4.5M $233.03
2024 Q2 REDUCED 18,607 -8 -0.0% 0.82% $4.1M $213.56
2024 Q1 REDUCED 18,615 -77 -0.4% 0.89% $4.3M $223.02
2023 Q4 ADDED 18,692 +86 +0.5% 0.92% $4.0M $207.51
2023 Q3 ADDED 18,606 +71 +0.4% 0.92% $3.5M $182.97
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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