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Vanguard Small-Cap ETF shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $113k 478 237.21
2023-12-31 $72k 338 213.33
2020-12-31 $40k 204 196.08
2020-09-30 $31k 204 151.96

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

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