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Vanguard Small-Cap ETF shares owned by Beacon Financial Planning

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

Historical chart of Beacon Financial Planning 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 Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 19k 228.59
2023-12-31 $3.6M 17k 213.33
2023-09-30 $3.2M 17k 189.07
2023-06-30 $3.0M 15k 198.89
2023-03-31 $2.7M 14k 189.56
2022-12-31 $2.5M 14k 183.54

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

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