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Vanguard Small-Cap ETF shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment 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 Advyzon Investment 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 2.7k 254.30
2025-06-30 $630k 2.7k 236.95
2025-03-31 $660k 3.0k 221.72
2024-12-31 $783k 3.3k 240.29

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF