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Vanguard Small-Cap ETF shares owned by Westbourne Investments

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Westbourne Investments from 13F filings

Historical chart of Westbourne Investments investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 1.7k 254.99
2025-06-30 $377k 1.6k 236.98
2025-03-31 $358k 1.6k 221.75
2024-12-31 $458k 1.9k 240.28

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

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