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Vanguard Small-Cap ETF shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 29k 257.95
2025-09-30 $7.5M 30k 254.28
2025-06-30 $5.7M 24k 236.98
2025-03-31 $4.8M 22k 221.75

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Faln Angls Usd (FALN)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Divid Etf (DIVB)

View all positions for Prepared Retirement Institute

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