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Vanguard Small-Cap ETF shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 1.5k 237.14
2024-06-30 $322k 1.5k 217.98

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF