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Vanguard Small-Cap ETF shares owned by Carson Advisory

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

Historical chart of Carson 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 Carson 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 926 254.28
2025-06-30 $219k 926 236.98

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Southern Company (SO)
Apple (AAPL)
Dominion Resources (D)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Edison International (EIX)
International Business Machines (IBM)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

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