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Vanguard Small-Cap ETF shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $632k 2.6k 240.29
2024-09-30 $569k 2.4k 237.22
2024-06-30 $405k 1.9k 218.05
2024-03-31 $430k 1.9k 228.53
2023-12-31 $401k 1.9k 213.27
2023-09-30 $355k 1.9k 189.02
2023-06-30 $320k 1.7k 185.75
2023-03-31 $346k 1.8k 189.51
2022-12-31 $335k 1.8k 183.49
2022-09-30 $312k 1.8k 171.05
2022-06-30 $346k 2.0k 176.17
2022-03-31 $424k 2.0k 212.64
2021-12-31 $493k 2.2k 225.94
2021-09-30 $481k 2.2k 218.64
2021-06-30 $493k 2.2k 225.32
2021-03-31 $439k 2.1k 214.15
2020-12-31 $405k 2.1k 194.71
2020-09-30 $473k 3.1k 153.97
2020-06-30 $520k 3.6k 145.82
2020-03-31 $416k 3.6k 115.36
2019-12-31 $636k 3.8k 165.54
2019-09-30 $671k 4.4k 153.83
2019-06-30 $702k 4.5k 156.63
2019-03-31 $680k 4.4k 152.88
2018-12-31 $565k 4.3k 132.07
2018-09-30 $681k 4.2k 162.53
2018-06-30 $763k 4.9k 155.71
2018-03-31 $607k 4.1k 146.97
2017-12-31 $546k 3.7k 147.65
2017-09-30 $484k 3.4k 141.36
2017-06-30 $452k 3.3k 135.53
2017-03-31 $320k 2.4k 133.39
2016-12-31 $253k 2.0k 129.21
2016-09-30 $10k 79 126.58

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Envestnet Asset Management
UBS Group
LPL Financial
Royal Bank of Canada
Life Planning Partners
Mercer Global Advisors
Raymond James Financial
Ameriprise Financial
Captrust Financial Advisors
Pnc Financial Services
Creative Planning

View all funds holding Vanguard Small-Cap ETF