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Vanguard Small-Cap Value ETF shares owned by Access Investment Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Access Investment Management from 13F filings

Historical chart of Access Investment Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Access Investment Management 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 Access Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 15k 191.88
2023-12-31 $2.7M 15k 179.97

More positions owned by Access Investment Management

United Rentals (URI)
Jabil Circuit (JBL)
Westrock (WRK)
Apollo Global Mgmt (APO)
Customers Ban (CUBI)
Donnelley Finl Solutions (DFIN)
JPMorgan Chase & Co. (JPM)
Stifel Financial (SF)
ON Semiconductor (ON)
East West Ban (EWBC)
Bank of America Corporation (BAC)
Ishares Tr Sp Smcp600vl Etf (IJS)
Whirlpool Corporation (WHR)
Citigroup Com New (C)
Lincoln National Corporation (LNC)

View all positions for Access Investment Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Hanson McClain Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF