Legacy Edge Advisors »

Vanguard Small-Cap ETF shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge 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 Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 9.9k 261.92
2025-12-31 $2.5M 9.8k 257.95

More positions owned by Legacy Edge Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Shrt Nat Mun Etf (SUB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr New York Mun Etf (NYF)
Vanguard Index Fds Value Etf (VTV)

View all positions for Legacy Edge Advisors

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services
Bank of New York Mellon

View all funds holding Vanguard Small-Cap ETF