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Vanguard Small-Cap ETF shares owned by Sequent Planning

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

Historical chart of Sequent Planning investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $268k 1.2k 216.31
2024-03-31 $273k 1.2k 228.59

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

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