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Vanguard Small-Cap ETF shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 22k 254.28
2025-06-30 $5.1M 22k 236.98
2025-03-31 $4.4M 20k 221.75

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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