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Vanguard Small-Cap ETF shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Sterling Financial Planning from 13F filings

Historical chart of Sterling Financial Planning investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 757 303.17
2021-09-30 $140k 640 218.75
2021-06-30 $128k 570 224.56
2021-03-31 $15k 70 214.29
2020-12-31 $14k 70 200.00

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial Planning

Top funds holding Vanguard Small-Cap ETF

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

View all funds holding Vanguard Small-Cap ETF