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Vanguard Small-Cap ETF shares owned by Carroll Advisory Group

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

Historical chart of Carroll Advisory Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $796k 3.0k 261.96

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSM)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Carroll Advisory Group

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
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Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF