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Vanguard Small-Cap ETF shares owned by Plan A Wealth

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

Historical chart of Plan A 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 Plan A Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 722 303.12

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Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
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Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
NVIDIA Corporation (NVDA)
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Abrdn Etfs Bbrg All Comd K1 (BCI)
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Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

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