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Vanguard Small-Cap ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 44k 254.42
2025-06-30 $11M 43k 245.16
2025-03-31 $9.1M 42k 216.77
2024-12-31 $9.3M 39k 238.12
2024-09-30 $8.9M 38k 236.72
2024-06-30 $6.8M 32k 214.77

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View all positions for Diversify Wealth Management

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