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Vanguard Small-Cap ETF shares owned by 55i

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by 55i from 13F filings

Historical chart of 55i investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $9.5M 56k 170.92
2022-06-30 $6.9M 39k 176.11
2022-03-31 $12M 55k 212.51
2021-12-31 $18M 78k 226.01
2021-09-30 $17M 77k 218.67
2021-06-30 $16M 73k 225.27
2021-03-31 $7.6M 36k 214.08
2020-12-31 $240k 1.2k 194.96
2020-09-30 $706k 4.6k 153.78
2020-06-30 $2.5M 17k 145.73
2020-03-31 $917k 7.3k 125.75

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF