Vanguard Advisers Inc
XSHD icon

Vanguard Advisers Inc’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Vanguard Advisers Inc’s Portfolio XSHD Stock Details XSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204 Hold
14
– – ﹤0.01% 690
2026
Q1 		$190 Buy
+14
New +$188 ﹤0.01% 633

Other funds holding XSHD

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

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

Vanguard Advisers Inc held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 14 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Vanguard Advisers Inc first reported a position in XSHD in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Vanguard Advisers Inc held 14 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $204 as of Q2 2026.
  • Vanguard Advisers Inc left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #690 holding.
  • Vanguard Advisers Inc first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

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