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Vanguard Small-Cap ETF shares owned by Bakala Capital Management

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

Historical chart of Bakala Capital 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 Bakala Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Bakala Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $385k 1.6k 237.27
2024-06-30 $346k 1.6k 218.07
2024-03-31 $299k 1.3k 228.63

More positions owned by Bakala Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bakala Capital Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF