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Vanguard Small-Cap ETF shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Wealth & Pension Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $636k 4.1k 153.92
2019-06-30 $679k 4.3k 156.78
2019-03-31 $686k 4.5k 152.89
2018-12-31 $622k 4.7k 131.95

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors

View all funds holding Vanguard Small-Cap ETF