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Vanguard Small-Cap ETF shares owned by Optima Capital

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Optima Capital from 13F filings

Historical chart of Optima Capital investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Optima Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 1.0k 254.39
2025-06-30 $451k 1.9k 237.04
2025-03-31 $427k 1.9k 221.75
2024-12-31 $525k 2.2k 240.33

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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