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Vanguard Small-Cap ETF shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison 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 Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $265k 930 284.49

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Amazon (AMZN)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF