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Vanguard Small-Cap ETF shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 11k 228.59
2023-12-31 $2.2M 11k 213.33

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Swp Financial

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