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Vanguard Small-Cap ETF shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $533k 2.5k 211.41
2023-12-31 $389k 1.8k 213.39

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF