VB — Vanguard Small-Cap Index Fund ETF

Ownership history in Rosenbaum Jay D.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in Vanguard Small-Cap Index Fund 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
1.46% (2024 Q2)
Avg. % of fund
0.92%
First filed
2023 Q3
Last filed
2024 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 1,179 -28 -2.3% 1.46% $257K $213.56
2023 Q3 INITIATED 1,207 — — 0.38% $228K —
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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