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Vanguard Small-Cap ETF shares owned by Tumwater Wealth Management

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

Historical chart of Tumwater Wealth 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 Tumwater Wealth 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 Tumwater Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $506k 2.0k 257.95
2025-09-30 $490k 1.9k 254.28
2025-06-30 $634k 2.7k 236.98
2025-03-31 $581k 2.6k 221.75
2024-12-31 $633k 2.6k 240.28

More positions owned by Tumwater Wealth Management

Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Caterpillar (CAT)

View all positions for Tumwater Wealth Management

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
Captrust Financial Advisors
Jones Financial Companies, L.L
Ameriprise Financial
Raymond James Financial
Royal Bank of Canada
Creative Planning
Mariner Wealth Advisors
Pnc Financial Services

View all funds holding Vanguard Small-Cap ETF