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Vanguard Small-Cap ETF shares owned by Base Wealth Management

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

Historical chart of Base Wealth 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 Base Wealth 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 Base Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 911 254.35

More positions owned by Base Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Hci (HCI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core High Dv Etf (HDV)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Base Wealth Management

Top funds holding Vanguard Small-Cap ETF

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
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF