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Vanguard Small-Cap Value ETF shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $138k 769 179.97

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View all positions for LM 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
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