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Vanguard Small-Cap ETF shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $448M 1.7k 257956.85
2025-09-30 $466M 1.8k 254335.52
2025-06-30 $445M 1.9k 237021.32
2025-03-31 $500M 2.3k 221782.42

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Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Exxon Mobil Corp Stock (XOM)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Intel Corp Stock (INTC)
Amgen Stock (AMGN)
Meta Platforms Inc Cl A Stock (META)
State Street Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)

View all positions for Alteri Wealth

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF