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Vanguard Small-Cap ETF shares owned by Morrissey Wealth Management

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

Historical chart of Morrissey 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 Morrissey 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 Morrissey Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $569k 2.0k 289.00

More positions owned by Morrissey Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust St Term High Etf (SJNK)
Spdr Series Trust St Lon Treas Etf (SPTL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust ST STR SP600SM C (SLYV)
Marriott Intl Cl A (MAR)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Morrissey Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Mariner Wealth Advisors
Royal Bank of Canada
Raymond James Financial
Ameriprise Financial
Creative Planning
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF