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Vanguard Small-Cap ETF shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 7.8k 237.22
2024-06-30 $1.1M 5.1k 218.04

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Belpointe Prep Unit Rp Ltd Lb A (OZ)
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NVIDIA Corporation (NVDA)
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)
Angel Oak Funds Trust Income Etf (CARY)
Ge Aerospace Com New (GE)
Netflix (NFLX)
Microsoft Corporation (MSFT)
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Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Precision Wealth Strategies

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
Captrust Financial Advisors
Creative Planning
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