Beacon Bridge Wealth Partners »

Vanguard Small-Cap ETF shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 22k 213.33
2023-09-30 $4.1M 22k 189.07
2023-06-30 $1.9M 9.4k 198.90
2023-03-31 $6.6M 35k 189.56
2022-12-31 $2.6M 14k 183.54

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF