Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

EnRich Financial Partners »

Vanguard Small-Cap ETF shares owned by EnRich Financial Partners

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by EnRich Financial Partners from 13F filings

Historical chart of EnRich Financial Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by EnRich Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$283k	1.2k	237.26
2024-06-30	$218k	1.0k	218.12
2024-03-31	$229k	1.0k	228.68

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Dimensional Etf Trust Intl Core Equity (DFIC)

Pimco Etf Tr Multisector Bd (PYLD)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Mid Cap Etf (VO)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)

First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

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

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z