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Vanguard Small-Cap ETF shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 915 228.59
2023-12-31 $209k 979 213.33
2023-06-30 $218k 1.1k 198.89
2023-03-31 $208k 1.1k 189.56

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Intl Trea Bd Etf (IGOV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for North Ridge Wealth Advisors

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