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Vanguard Small-Cap ETF shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Vanguard Small-Cap ETF

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $578k 1.9k 303.09
2025-03-31 $219k 948 231.01

More positions owned by Symphony Financial

Spdr Series Trust ST STR PR SP1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500val (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust St Inter Bd Etf (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Symphony Financial

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