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Vanguard Small-Cap ETF shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight 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 Insight 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 Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 1.1k 237.21

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Life Planning Partners
Mercer Global Advisors
Ameriprise Financial
Captrust Financial Advisors
Goldman Sachs Group
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon

View all funds holding Vanguard Small-Cap ETF