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Vanguard Small-Cap ETF shares owned by B&l Asset Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by B&l Asset Management from 13F filings

Historical chart of B&l Asset 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 B&l Asset 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 5.5k 254.28
2025-06-30 $985k 4.2k 236.98
2025-03-31 $456k 2.1k 221.75
2024-12-31 $481k 2.0k 240.28
2024-09-30 $448k 1.9k 237.21

More positions owned by B&l Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
AutoZone (AZO)
TJX Companies (TJX)
Mastercard Incorporated Cl A (MA)
Agnico (AEM)
Ishares Tr Core S&p500 Etf (IVV)
Travelers Companies (TRV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Thermo Fisher Scientific (TMO)

View all positions for B&l Asset 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