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Vanguard Small-Cap ETF shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 9.4k 257.95
2025-09-30 $202k 791 254.69
2025-06-30 $7.6k 32 238.88

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment Advisors

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
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF