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Vanguard Small-Cap ETF shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock Investment 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 Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $874k 3.8k 228.56

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF