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Vanguard Small-Cap ETF shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private 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 Gentry 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 Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 12k 237.21
2024-06-30 $2.7M 12k 218.04

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Ser Tr Portfolio Intrmd (SPIB)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
RBB Us Treasry 12 Mt (OBIL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Gentry Private Wealth

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF