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Vanguard Small-Cap ETF shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 800 254.28

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

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
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF