New Wave Wealth Advisors »

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

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

Historical chart of New Wave 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 Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $795k 3.1k 257.95

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci India Etf (INDA)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Msci Emrg Chn (EMXC)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth 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