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Vanguard Small-Cap Value ETF shares owned by Bel Air Investment Advisors

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

Historical chart of Bel Air Investment Advisors 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 Bel Air Investment Advisors 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 Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.8M 27k 173.64
2021-03-31 $4.5M 28k 165.62

More positions owned by Bel Air Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Msci (MSCI)
Sherwin-Williams Company (SHW)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Nike CL B (NKE)
Lowe's Companies (LOW)

View all positions for Bel Air Investment Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF