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Vanguard Small-Cap ETF shares owned by ORG Wealth Partners

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

Historical chart of ORG 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 ORG 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 116 237.19

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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
Creative Planning
Captrust Financial Advisors
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