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Vanguard Small-Cap ETF shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $537k 2.2k 248.21
2024-09-30 $325k 1.3k 253.68

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

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