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Vanguard Small-Cap ETF shares owned by David Wealth Management

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

Historical chart of David 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 David 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 David Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $352k 1.5k 237.05
2025-03-31 $330k 1.5k 221.81
2024-12-31 $356k 1.5k 240.35

More positions owned by David Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Truist Financial Corp equities (TFC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)

View all positions for David Wealth Management

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF