Pasadena Private Wealth »

Vanguard Small-Cap ETF shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 1.2k 254.22
2025-06-30 $285k 1.2k 236.93
2025-03-31 $265k 1.2k 221.70
2024-12-31 $438k 1.8k 240.31
2024-09-30 $232k 979 237.21

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

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