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Vanguard Small-Cap ETF shares owned by LJI Wealth Management

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $373k 2.0k 189.12
2023-06-30 $392k 2.0k 198.94
2023-03-31 $314k 1.7k 189.62
2022-12-31 $304k 1.7k 183.59

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF