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Vanguard Small-Cap ETF shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 850 254.28
2025-06-30 $201k 850 236.98
2024-12-31 $204k 850 240.28
2024-09-30 $202k 850 237.21

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Apple (AAPL)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Melfa Wealth Management

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