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Vanguard Small-Cap ETF shares owned by Quantum Financial Planning Services

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Quantum Financial Planning Services from 13F filings

Historical chart of Quantum Financial Planning Services investment in Vanguard Small-Cap ETF

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All positions including Vanguard Small-Cap ETF held by Quantum Financial Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 698 303.27

More positions owned by Quantum Financial Planning Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust St Str P500etf (SPYM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Quantum Financial Planning Services

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