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Vanguard Small-Cap ETF shares owned by Calton & Associates

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 921 237.36
2017-12-31 $12k 84 142.86

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Financials Etf (VFH)
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Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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
Captrust Financial Advisors
Creative Planning
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