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Vanguard Small-Cap ETF shares owned by Retirement Solution

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

Historical chart of Retirement Solution investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Retirement Solution

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 846 254.16
2024-12-31 $203k 846 240.37
2024-09-30 $270k 1.1k 237.19
2024-06-30 $245k 1.1k 218.12

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
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Microsoft Corporation (MSFT)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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AES Corporation (AES)
Apple (AAPL)
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Costco Wholesale Corporation (COST)

View all positions for Retirement Solution

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
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

View all funds holding Vanguard Small-Cap ETF