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Vanguard Small-Cap ETF shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 1.3k 257.90
2024-12-31 $222k 924 240.22
2024-09-30 $247k 1.0k 237.15
2018-09-30 $20k 120 166.67

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPYM)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr Series Trust State Street Spd (SPTL)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for O'Brien Wealth Partners

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