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Vanguard Small-Cap ETF shares owned by Aletheian Wealth Advisors

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

Historical chart of Aletheian 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 Aletheian 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 Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 1.1k 228.59
2023-12-31 $241k 1.1k 213.33
2023-09-30 $214k 1.1k 189.07
2022-03-31 $230k 1.1k 212.77
2021-12-31 $308k 1.4k 225.97

More positions owned by Aletheian Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Coinbase Global Com Cl A (COIN)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)

View all positions for Aletheian Wealth Advisors

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