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Vanguard Small-Cap ETF shares owned by Midwestern Financial

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

Historical chart of Midwestern 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 Midwestern 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 Midwestern Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $471k 1.8k 257.98
2025-09-30 $461k 1.8k 254.29
2025-06-30 $428k 1.8k 237.00

More positions owned by Midwestern Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Intl Aggr (IAGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Midwestern Financial

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
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
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF