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Vanguard Small-Cap ETF shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital 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 Trifecta Capital 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 355 257.95
2025-09-30 $90k 355 254.28
2025-06-30 $84k 355 236.98

More positions owned by Trifecta Capital Advisors

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Eli Lilly & Co. (LLY)
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Costco Wholesale Corporation (COST)
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View all positions for Trifecta Capital Advisors

Top funds holding Vanguard Small-Cap ETF

CI Private Wealth
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
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
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF