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Vanguard Small-Cap ETF shares owned by Baer Investment Advisory

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

Historical chart of Baer Investment Advisory investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $750k 2.9k 261.90

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Ferrari Nv Ord (RACE)
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View all positions for Baer Investment Advisory

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF