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Vanguard Small-Cap Value ETF shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Vanguard Small-Cap Value ETF

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All positions including Vanguard Small-Cap Value ETF held by W.H. Cornerstone Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.4k 191.49
2023-12-31 $244k 1.4k 179.94
2023-09-30 $224k 1.4k 159.54
2023-06-30 $231k 1.4k 165.47
2023-03-31 $220k 1.4k 158.39
2022-12-31 $240k 1.4k 168.75
2022-09-30 $210k 1.4k 147.99

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for W.H. Cornerstone Investments

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF