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Vanguard Small-Cap ETF shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 6.0k 228.58
2023-12-31 $495k 2.3k 213.36
2023-09-30 $959k 5.1k 189.07
2023-06-30 $1.0M 5.3k 198.91
2023-03-31 $980k 5.2k 189.56

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Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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