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Vanguard Small-Cap ETF shares owned by MPS Loria Financial Planners

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

Historical chart of MPS Loria Financial Planners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 143k 237.28
2024-06-30 $30M 139k 218.12

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 3000 Etf (IWV)
Progressive Corporation (PGR)
UnitedHealth (UNH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

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