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Vanguard Small-Cap ETF shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth 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 HCR Wealth 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 1.0k 256.61
2025-06-30 $244k 1.0k 237.19
2019-12-31 $0 2 0.00

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
Palo Alto Networks Common Stock (PANW)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF