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Vanguard Small-Cap ETF shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale 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 Cherrydale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 5.4k 228.58
2023-12-31 $1.6M 7.3k 213.32
2023-09-30 $1.4M 7.2k 189.07

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Market (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF