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Vanguard Small-Cap ETF shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 1.2k 254.18
2025-06-30 $281k 1.2k 236.88
2025-03-31 $263k 1.2k 221.66
2024-12-31 $286k 1.2k 240.37
2024-09-30 $282k 1.2k 237.29
2024-03-31 $271k 1.2k 228.66

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare 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