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Vanguard Small-Cap ETF shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 14k 213.33
2023-06-30 $1.5M 7.6k 198.89
2023-03-31 $1.4M 7.4k 189.56
2022-12-31 $502k 2.7k 183.54
2022-09-30 $500k 2.9k 170.88

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Spdr Ser Tr S&p Semicndctr (XSD)
Ishares Tr Conv Bd Etf (ICVT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci India Sm Cp (SMIN)

View all positions for Adams Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Signature
Atlantic Trust

View all funds holding Vanguard Small-Cap ETF