Ascent Advisors »

Vanguard Small-Cap ETF shares owned by Ascent Advisors

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

Historical chart of Ascent 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 Ascent Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Ascent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $948k 3.6k 261.92

More positions owned by Ascent Advisors

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Moodys Anltcs Ig (MIG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vaneck Etf Trust Biotech Etf (BBH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vaneck Etf Trust Israel Etf (ISRA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Ascent Advisors

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
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF