Athena Investment Management »

Vanguard Small-Cap ETF shares owned by Athena Investment Management

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

Historical chart of Athena Investment 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 Athena Investment Management 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 Athena Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 2.5k 254.24
2025-06-30 $404k 1.7k 236.92

More positions owned by Athena Investment Management

Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
Schwab U.S. Small-Cap ETF Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Unitedhealth Group
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Abbvie (ABBV)
Raytheon Technologies Corp (RTX)
Home Depot (HD)
GE Aerospace Com New
Schwab U.S. Mid-Cap ETF Us Mid-cap Etf (SCHM)
iShares Russell 2000 Index Russell 2000 Etf (IWM)
Pepsi (PEP)

View all positions for Athena Investment Management

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF