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Vanguard Small-Cap ETF shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 29k 257.95

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

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
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF