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Vanguard Small-Cap ETF shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap ETF by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $868k 3.8k 228.59
2023-09-30 $723k 3.8k 189.14
2023-06-30 $761k 3.8k 199.01
2023-03-31 $730k 3.9k 189.56
2022-12-31 $684k 3.7k 183.48

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

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