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Vanguard Small-Cap ETF shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $3.5M 16k 226.02
2021-09-30 $5.6M 26k 218.65
2021-06-30 $6.2M 28k 225.29
2021-03-31 $6.7M 31k 214.07
2020-12-31 $5.3M 27k 194.68
2020-09-30 $186k 6.8k 27.20
2020-03-31 $561k 4.9k 115.43
2019-12-31 $2.1M 13k 165.64
2019-09-30 $4.3M 28k 153.87
2019-06-30 $2.2M 14k 156.69
2019-03-31 $1.9M 12k 152.79
2018-12-31 $2.0M 15k 131.99
2018-09-30 $3.4M 21k 162.60
2018-06-30 $3.2M 21k 155.68
2018-03-31 $4.8M 33k 146.93
2017-12-31 $4.7M 32k 147.79
2017-09-30 $4.5M 32k 141.31
2017-06-30 $4.1M 31k 135.55
2017-03-31 $3.6M 27k 133.27
2016-12-31 $3.2M 25k 128.94

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Life Planning Partners
Mercer Global Advisors
Ameriprise Financial
Captrust Financial Advisors
Goldman Sachs Group
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon

View all funds holding Vanguard Small-Cap ETF