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Vanguard Small-Cap ETF shares owned by Brightwater Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Brightwater Advisory from 13F filings

Historical chart of Brightwater Advisory investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 25k 237.21
2024-06-30 $5.5M 25k 218.04
2024-03-31 $5.7M 25k 228.59

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Creative Planning
Captrust Financial Advisors
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF