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Vanguard Small-Cap ETF shares owned by Sunpointe

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

Historical chart of Sunpointe investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Sunpointe

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.1k 228.68
2023-12-31 $301k 1.4k 213.38

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
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UnitedHealth (UNH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sunpointe

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Signature
Atlantic Trust
Wealthfront Advisers

View all funds holding Vanguard Small-Cap ETF