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Vanguard Small-Cap ETF shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $115k 444 257.95
2023-12-31 $426 2 213.00
2023-09-30 $378 2 189.00
2023-06-30 $1.8k 9 198.89
2021-03-31 $13k 62 209.68

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Guess Stock
Dell Technologies Inc Cl C Stock (DELL)
Fastenal Stock (FAST)
Dicks Sporting Goods Stock (DKS)
RPC Stock (RES)
Ford Mtr Stock (F)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
Infosys Adr (INFY)
Mosaic Stock (MOS)
Novo-nordisk A S Adr (NVO)

View all positions for Carolina Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
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
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF