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Vanguard Small-Cap ETF shares owned by Ascent Wealth Partners

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

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 53k 261.92
2019-03-31 $15k 95 157.89

More positions owned by Ascent Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Small Cp Etf (VB)
Abbvie (ABBV)

View all positions for Ascent Wealth Partners

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
Envestnet Asset Management
LPL Financial
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
Bank of New York Mellon

View all funds holding Vanguard Small-Cap ETF