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Vanguard Small-Cap ETF shares owned by Midland Wealth Advisors

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

Historical chart of Midland 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 Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $908k 3.8k 237.21
2024-06-30 $835k 3.8k 218.04
2024-03-31 $798k 3.5k 228.59
2023-12-31 $661k 3.1k 213.33

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Midland Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF