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Vanguard Small-Cap ETF shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River 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 Colonial River 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 889 228.59
2021-09-30 $2.0M 8.9k 227.04
2021-06-30 $259k 1.1k 225.61
2021-03-31 $241k 1.1k 214.22

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Dominion Resources (D)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Select Sector Spdr Tr Energy (XLE)

View all positions for Colonial River Wealth Management

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors

View all funds holding Vanguard Small-Cap ETF