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Vanguard Small-Cap ETF shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $62k 203 303.12
2024-03-31 $48k 208 228.59

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Microsoft Corp Stock (MSFT)
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Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF