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Vanguard Small-Cap ETF shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 2.0k 237.16
2024-06-30 $611k 2.8k 218.06
2024-03-31 $723k 3.2k 228.62

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF