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Vanguard Small-Cap ETF shares owned by Sims Investment Management

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

Historical chart of Sims Investment 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 Sims Investment 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 Sims Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 1.0k 257.96
2025-09-30 $276k 1.1k 254.35
2025-06-30 $378k 1.6k 236.94
2025-03-31 $376k 1.7k 221.72
2024-12-31 $273k 1.1k 240.20

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Uber Technologies (UBER)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)

View all positions for Sims Investment Management

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF