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Vanguard Small-Cap ETF shares owned by Fourth Dimension Wealth

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Fourth Dimension Wealth from 13F filings

Historical chart of Fourth Dimension Wealth investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $266k 1.0k 257.91
2025-09-30 $275k 1.1k 254.29
2025-06-30 $257k 1.1k 237.05
2025-03-31 $240k 1.1k 221.82
2024-12-31 $260k 1.1k 240.34

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF