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Vanguard Small-Cap ETF shares owned by One Wealth Advisors

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

Historical chart of One 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 One 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 One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 660 303.12
2022-12-31 $40k 220 183.54
2022-03-31 $495k 2.3k 212.72
2021-12-31 $300k 1.3k 225.90
2021-09-30 $219k 1.0k 219.00

More positions owned by One Wealth Advisors

Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha In Ctry Etf (CORO)

View all positions for One Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Mariner Wealth Advisors
Royal Bank of Canada
Raymond James Financial
Ameriprise Financial
Creative Planning

View all funds holding Vanguard Small-Cap ETF