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Vanguard Small-Cap ETF shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 35k 254.28
2025-03-31 $6.4M 29k 221.75
2024-12-31 $63k 26k 2.40

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
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

View all funds holding Vanguard Small-Cap ETF