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Vanguard Small-Cap ETF shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth 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 New England Private Wealth 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 11k 254.28
2025-06-30 $2.7M 11k 244.07
2025-03-31 $2.4M 11k 221.76
2024-12-31 $2.8M 12k 240.28
2024-09-30 $2.2M 9.2k 237.20
2024-03-31 $2.1M 9.1k 226.99
2023-12-31 $1.9M 9.1k 213.32
2023-09-30 $1.7M 9.1k 189.07
2023-06-30 $1.8M 9.0k 198.98
2023-03-31 $1.4M 7.4k 189.55
2022-12-31 $1.3M 7.4k 183.50
2022-09-30 $1.2M 7.0k 170.79
2022-06-30 $1.7M 8.0k 212.72
2022-03-31 $1.7M 8.0k 212.59
2021-12-31 $2.3M 10k 226.09
2021-09-30 $2.3M 10k 218.73
2021-06-30 $2.3M 10k 225.21
2021-03-31 $6.8M 32k 214.04
2020-12-31 $6.2M 32k 194.72
2020-09-30 $4.8M 31k 153.83
2020-06-30 $4.5M 31k 145.59
2020-03-31 $3.9M 34k 115.33
2019-12-31 $5.5M 34k 165.62
2019-09-30 $5.1M 33k 153.86
2019-06-30 $5.4M 35k 156.63
2019-03-31 $5.5M 36k 152.75
2018-12-31 $4.7M 36k 131.99
2018-09-30 $5.8M 35k 162.60
2018-06-30 $5.5M 36k 155.78
2018-03-31 $5.2M 35k 146.93
2017-12-31 $5.5M 37k 147.84
2017-09-30 $5.2M 37k 141.36
2017-06-30 $5.0M 37k 135.57
2017-03-31 $4.9M 37k 132.80
2016-12-31 $4.5M 35k 129.00
2016-09-30 $4.2M 35k 122.17
2016-06-30 $3.7M 32k 115.70
2016-03-31 $3.5M 32k 111.50
2015-12-31 $4.0M 37k 110.65
2015-09-30 $4.4M 41k 107.96
2015-06-30 $5.0M 41k 121.45
2015-03-31 $5.0M 41k 122.31
2014-12-31 $4.8M 41k 116.50
2014-09-30 $5.0M 45k 110.49
2014-06-30 $5.2M 44k 117.10
2014-03-31 $5.0M 44k 112.97
2013-12-31 $4.7M 43k 109.94
2013-09-30 $4.4M 43k 102.47
2013-06-30 $4.0M 43k 93.73
2013-03-31 $3.8M 43k 89.94
2012-12-31 $2.5M 31k 80.90

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth 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