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Vanguard Small-Cap ETF shares owned by Carter Financial Group

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

Historical chart of Carter Financial 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 Carter Financial 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 1.1k 255.03
2025-06-30 $272k 1.1k 237.77

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Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
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UBS Group
Mercer Global Advisors
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Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
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View all funds holding Vanguard Small-Cap ETF