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Vanguard Small-Cap ETF shares owned by Genesis Private Wealth

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

Historical chart of Genesis Private Wealth investment in Vanguard Small-Cap ETF

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All positions including Vanguard Small-Cap ETF held by Genesis Private 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 Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 773 303.23

More positions owned by Genesis Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Spdr Gold Tr Gold Shs (GLD)
Pgim Etf Tr Tota Retu Bd Etf (PTRB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Genesis Private Wealth

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
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Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Mariner Wealth Advisors
Royal Bank of Canada
Raymond James Financial
Ameriprise Financial
Creative Planning

View all funds holding Vanguard Small-Cap ETF