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Vanguard Small-Cap ETF shares owned by SwitchPoint Financial Planning

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

Historical chart of SwitchPoint 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 SwitchPoint 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 SwitchPoint Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 5.0k 254.28
2025-06-30 $1.2M 5.0k 236.98
2025-03-31 $1.1M 5.0k 221.75

More positions owned by SwitchPoint Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Cadence Design Systems (CDNS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for SwitchPoint Financial Planning

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
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

View all funds holding Vanguard Small-Cap ETF