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Vanguard Small-Cap ETF shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 11k 228.59
2023-12-31 $2.4M 11k 213.33
2023-09-30 $2.1M 11k 185.51
2023-06-30 $2.3M 11k 198.90
2023-03-31 $2.2M 11k 189.57
2022-12-31 $2.0M 11k 183.55
2022-09-30 $1.7M 9.9k 170.94
2022-06-30 $1.7M 9.7k 176.12
2022-03-31 $600k 2.8k 212.54
2021-12-31 $634k 2.8k 226.19
2021-09-30 $605k 2.8k 218.57
2021-06-30 $624k 2.8k 225.43
2021-03-31 $593k 2.8k 214.23
2020-12-31 $544k 2.8k 194.56
2020-09-30 $435k 2.8k 153.76
2020-06-30 $414k 2.8k 145.83
2020-03-31 $285k 2.5k 115.43
2019-12-31 $403k 2.4k 165.64
2019-09-30 $381k 2.4k 156.60
2019-06-30 $351k 2.2k 156.49
2019-03-31 $341k 2.2k 152.80

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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