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Vanguard Small-Cap Value ETF shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 852 242.99
2021-03-31 $91k 521 174.66
2020-12-31 $89k 627 141.95

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Builders FirstSource (BLDR)
Capital Group Dividend Value Shs Creat Unit (CGDV)

View all positions for Altus Wealth Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF