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Vanguard Small-Cap ETF shares owned by Shade Tree Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Shade Tree Advisors from 13F filings

Historical chart of Shade Tree Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Shade Tree Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 1.1k 254.28
2025-06-30 $264k 1.1k 236.98
2025-03-31 $247k 1.1k 221.75
2024-12-31 $268k 1.1k 240.28

More positions owned by Shade Tree Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Globalfoundries Ordinary Shares (GFS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Gartner (IT)
Costco Wholesale Corporation (COST)
Ishares Core Msci Emkt (IEMG)
Golub Capital BDC (GBDC)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Shade Tree Advisors

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