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Vanguard Small-Cap ETF shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private 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 TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 1.0k 261.94
2020-12-31 $12k 64 187.50
2020-09-30 $6.0k 44 136.36
2020-06-30 $6.0k 44 136.36
2020-03-31 $8.0k 72 111.11
2019-12-31 $11k 72 152.78
2019-06-30 $12k 80 150.00
2018-09-30 $7.2k 44 163.23

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Oct 2028 (IBIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Barclays Bank Ipath S&p 500 Sh (VXX)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

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