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Vanguard Small-Cap ETF shares owned by Independent Wealth Advisors

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

Historical chart of Independent 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 Independent 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $404k 1.5k 262.00
2025-12-31 $412k 1.6k 258.03

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF