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Vanguard Small-Cap ETF shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio 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 Custom Portfolio 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $100k 458 218.04
2024-03-31 $105k 458 228.59
2023-12-31 $98k 458 213.33

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

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