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
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

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Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

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
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF