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Vanguard Small-Cap ETF shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions 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 Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $572k 2.4k 236.98
2025-03-31 $575k 2.6k 224.82

More positions owned by Independent Solutions Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)
Listed Fds Tr Alexis Practical (LEXI)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Independent Solutions Wealth Management

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