LifeGoal Wealth Advisors »

Vanguard Small-Cap ETF shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal 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 LifeGoal Wealth 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 893 254.19
2025-06-30 $212k 893 236.90
2025-03-31 $463k 2.1k 221.72

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

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