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Vanguard Small-Cap ETF shares owned by Envision Financial

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

Historical chart of Envision Financial investment in Vanguard Small-Cap ETF

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 12k 257.94
2025-09-30 $2.7M 11k 254.29
2025-06-30 $2.2M 9.4k 236.99
2025-03-31 $1.9M 8.4k 221.76
2024-12-31 $2.0M 8.4k 240.27

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

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