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Vanguard Small-Cap ETF shares owned by BCS Private Wealth Management

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

Historical chart of BCS Private 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 BCS Private 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 BCS Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 8.6k 255.09

More positions owned by BCS Private Wealth Management

2023 Etf Series Trust Eagle Capital Se (EAGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Oscar Health Cl A (OSCR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Newmont Mining Corporation (NEM)
Alphabet Cap Stk Cl A (GOOGL)
Thermo Fisher Scientific (TMO)
Waste Management (WM)
Kinder Morgan (KMI)

View all positions for BCS Private Wealth 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