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Vanguard Small-Cap ETF shares owned by GPWM

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

Historical chart of GPWM investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by GPWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 49k 228.59
2023-12-31 $11M 51k 213.33
2023-09-30 $9.7M 51k 189.07
2023-06-30 $9.8M 50k 198.89
2023-03-31 $9.3M 49k 189.56
2022-12-31 $9.1M 50k 183.54
2022-09-30 $6.5M 38k 170.91
2022-06-30 $6.6M 38k 176.10
2022-03-31 $7.8M 37k 212.51
2021-12-31 $7.5M 33k 226.00

More positions owned by GPWM

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard World Esg Us Stk Etf (ESGV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for GPWM

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