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Vanguard Small-Cap ETF shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 1.0k 254.22
2025-06-30 $201k 847 237.10
2024-12-31 $449k 1.9k 240.33
2024-09-30 $430k 1.8k 237.23
2024-06-30 $263k 1.2k 218.02

More positions owned by Shira Ridge Wealth Management

Ishares Tr Esg Optimized (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Legg Mason Etf Invt Franklin Clearbr (YLDE)
Ishares Tr Global Tech Etf (IXN)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Esg Select Scre (XJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Shira Ridge Wealth Management

Top funds holding Vanguard Small-Cap ETF

Wells Fargo & Company
Envestnet Asset Management
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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
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF