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Vanguard Small-Cap ETF shares owned by My Legacy Advisors

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

Historical chart of My Legacy 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 My Legacy 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $398k 1.6k 244.80
2025-03-31 $815k 3.7k 221.75
2024-12-31 $565k 2.3k 245.83
2022-06-30 $228k 1.3k 178.82

More positions owned by My Legacy Advisors

Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for My Legacy Advisors

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
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
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF