Vanguard Advisers Inc
DES icon

Vanguard Advisers Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Vanguard Advisers Inc’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.6K Hold
630
– – ﹤0.01% 273
2026
Q1 		$22.6K Buy
+630
New +$22.7K ﹤0.01% 270

Other funds holding DES

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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vanguard Advisers Inc's DES Position: Q2 2026 in Review

Vanguard Advisers Inc held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 630 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Vanguard Advisers Inc first reported a position in DES in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Vanguard Advisers Inc held 630 shares of WisdomTree US SmallCap Dividend Fund worth $25.6K as of Q2 2026.
  • Vanguard Advisers Inc left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #273 holding.
  • Vanguard Advisers Inc first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.