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Vanguard Small-Cap ETF shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 9.6k 240.28
2024-09-30 $2.3M 9.5k 237.20
2024-06-30 $2.2M 10k 218.03
2024-03-31 $2.3M 10k 232.22

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Envestnet Asset Management
UBS Group
LPL Financial
Royal Bank of Canada
Life Planning Partners
Mercer Global Advisors
Raymond James Financial
Ameriprise Financial
Captrust Financial Advisors
Pnc Financial Services
Creative Planning

View all funds holding Vanguard Small-Cap ETF