CarsonAllaria Wealth Management »

Vanguard Small-Cap ETF shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $127k 555 228.59
2023-06-30 $9.4k 47 200.47
2023-03-31 $8.9k 47 190.34
2021-12-31 $3.0k 12 250.00

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors

View all funds holding Vanguard Small-Cap ETF