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Vanguard Small-Cap ETF shares owned by Rialto Wealth Management

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

Historical chart of Rialto Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 24k 254.28
2025-06-30 $5.9M 25k 236.98
2025-03-31 $5.5M 25k 221.75
2024-12-31 $6.0M 25k 240.28

More positions owned by Rialto Wealth Management

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Rialto Wealth Management

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