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Vanguard Small-Cap ETF shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset 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 Duncan Williams Asset 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 25k 254.28
2025-06-30 $5.8M 25k 236.98
2025-03-31 $5.5M 25k 221.75
2024-12-31 $4.9M 20k 240.28
2024-09-30 $528k 2.2k 237.21

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset 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