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Vanguard Small-Cap ETF shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $334k 1.3k 254.28
2025-06-30 $312k 1.3k 236.98

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Raytheon Technologies Corp (RTX)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr S&p 500 Val Etf (IVE)
Cardinal Health (CAH)
Amazon (AMZN)

View all positions for LMG Wealth Partners

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