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Vanguard Small-Cap ETF shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 888 237.24

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF