SP Asset Management »

Vanguard Small-Cap ETF shares owned by SP Asset Management

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

Historical chart of SP Asset 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 SP Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by SP Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 132k 213.33
2023-09-30 $24M 127k 189.07
2023-06-30 $21M 104k 198.89
2023-03-31 $19M 100k 189.56
2022-12-31 $18M 99k 183.54

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
UnitedHealth (UNH)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Expanded Tech (IGV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)

View all positions for SP Asset Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF