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Vanguard Small-Cap Value ETF shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth 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 4wealth 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 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 1.1k 211.85

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NVIDIA Corporation (NVDA)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
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Ishares Tr Us Treas Bd Etf (GOVT)
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View all positions for 4wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Valpey Financial Services
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF