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Vanguard Small-Cap ETF shares owned by Tandem Financial

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Tandem 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 12k 261.92

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Call Option (Principal) (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Emer (FNDE)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (Principal) (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Quanta Services (PWR)
Goldman Sachs Physical Gold Unit (AAAU)

View all positions for Tandem 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
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Mariner Wealth Advisors
Ameriprise Financial
Royal Bank of Canada
Creative Planning

View all funds holding Vanguard Small-Cap ETF