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Vanguard Small-Cap ETF shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital 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 Retirement Capital 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 907 228.59
2022-03-31 $210k 1.0k 205.48
2021-12-31 $231k 1.0k 226.03
2021-09-30 $223k 1.0k 218.20
2021-06-30 $230k 1.0k 225.05
2021-03-31 $219k 1.0k 214.29
2020-12-31 $276k 1.4k 194.92
2020-09-30 $222k 1.4k 156.78
2020-06-30 $230k 1.6k 145.75
2019-12-31 $2.2M 13k 165.65
2019-09-30 $2.1M 14k 153.90
2019-06-30 $2.1M 14k 156.70
2019-03-31 $2.2M 14k 152.77
2018-12-31 $2.3M 17k 131.98
2018-09-30 $6.7M 41k 162.57
2018-06-30 $7.0M 45k 155.67
2018-03-31 $7.2M 49k 146.91
2017-12-31 $7.4M 50k 147.81
2017-09-30 $7.3M 51k 142.60
2017-06-30 $7.1M 52k 134.97
2017-03-31 $7.1M 54k 130.87
2016-12-31 $7.1M 55k 129.71
2016-09-30 $6.9M 57k 122.19
2016-06-30 $6.7M 58k 115.67
2016-03-31 $6.6M 59k 111.48
2015-12-31 $6.5M 59k 110.64
2015-09-30 $6.3M 58k 107.94
2015-06-30 $6.9M 57k 121.48
2015-03-31 $6.1M 50k 122.55
2014-12-31 $6.0M 51k 116.67
2014-09-30 $11M 97k 110.63
2014-06-30 $11M 96k 117.12
2014-03-31 $11M 96k 112.95
2013-12-31 $11M 99k 109.95

More positions owned by Retirement Capital Strategies

Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Scrnd S&p500 (XVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Gov/cred Bd Etf (GBF)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Financials Etf (VFH)

View all positions for Retirement Capital Strategies

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