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Vanguard Small-Cap Value ETF shares owned by Family Wealth Partners

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners 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 Family Wealth Partners 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 Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 45k 191.88
2023-12-31 $8.7M 48k 179.97

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

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