Mittelman Wealth Management »

Vanguard Small-Cap ETF shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman 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 Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 17k 237.21
2024-06-30 $514k 2.4k 218.04
2024-03-31 $572k 2.5k 228.59

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Spdr S&p China Etf Uit Exchange Traded (GXC)
Franklin Ftse India Etf Uit Exchange Traded (FLIN)
Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman Wealth Management

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