Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Vanguard Small-Cap ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 54k 237.22
2024-06-30 $12M 54k 218.05
2024-03-31 $13M 55k 228.59
2023-12-31 $12M 58k 213.33
2023-09-30 $12M 61k 189.07
2023-06-30 $13M 66k 198.89
2023-03-31 $16M 82k 189.56
2022-12-31 $14M 78k 183.54
2022-09-30 $12M 72k 170.90
2022-06-30 $12M 69k 176.11
2022-03-31 $15M 69k 212.51
2021-12-31 $16M 70k 226.01
2021-09-30 $13M 61k 218.68
2021-06-30 $12M 54k 225.28
2021-03-31 $8.0M 37k 214.08
2020-12-31 $8.6M 44k 194.69
2020-09-30 $6.9M 45k 153.79
2020-06-30 $6.3M 44k 145.72
2020-03-31 $7.9M 68k 115.43
2019-12-31 $3.0M 18k 165.64
2019-09-30 $2.4M 16k 153.88
2019-06-30 $2.1M 13k 156.65
2019-03-31 $1.6M 11k 152.84
2018-12-31 $1.4M 10k 132.04
2018-09-30 $981k 6.0k 162.55
2018-06-30 $613k 3.9k 155.58
2018-03-31 $576k 5.0k 114.38
2017-12-31 $595k 4.0k 147.90
2017-09-30 $563k 4.0k 141.35
2017-06-30 $537k 4.0k 135.54
2016-12-31 $234k 1.8k 129.07

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF