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Vanguard Small-Cap Value ETF shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth 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 Alteri Wealth 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 Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5B 7.1k 208709.95
2025-06-30 $1.2B 6.3k 195009.98
2025-03-31 $1.2B 6.3k 186290.07

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Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Intel Corp Stock (INTC)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)
Amgen Stock (AMGN)

View all positions for Alteri Wealth

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF