VB Vanguard Small-Cap ETF

Ownership history in STEPH & CO  ·  25 quarters on record

This page tracks every 13F SEC filing in which STEPH & CO 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
4.42% (2023 Q4)
Avg. % of fund
3.43%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,369 -1,080 -3.0% 2.56% $8.9M $257.95
2025 Q3 REDUCED 35,449 -42 -0.1% 2.75% $9.0M $253.38
2025 Q2 ADDED 35,491 +99 +0.3% 2.73% $8.4M $235.40
2025 Q1 REDUCED 35,392 -2,942 -7.7% 2.82% $7.8M $219.54
21 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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