Graves-Light Private Wealth Management »

Vanguard Small-Cap ETF shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 11k 216.31
2024-03-31 $2.5M 11k 228.59
2023-12-31 $2.4M 11k 213.33
2023-09-30 $2.1M 11k 185.51
2023-06-30 $2.3M 11k 198.90
2023-03-31 $2.2M 11k 189.57
2022-12-31 $2.0M 11k 183.55
2022-09-30 $1.7M 9.9k 170.94
2022-06-30 $1.7M 9.7k 176.12
2022-03-31 $600k 2.8k 212.54
2021-12-31 $634k 2.8k 226.19
2021-09-30 $605k 2.8k 218.57
2021-06-30 $624k 2.8k 225.43
2021-03-31 $593k 2.8k 214.23
2020-12-31 $544k 2.8k 194.56
2020-09-30 $435k 2.8k 153.76
2020-06-30 $414k 2.8k 145.83
2020-03-31 $285k 2.5k 115.43
2019-12-31 $403k 2.4k 165.64
2019-09-30 $381k 2.4k 156.60
2019-06-30 $351k 2.2k 156.49
2019-03-31 $341k 2.2k 152.80

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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