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Vanguard Small-Cap Value ETF shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 16k 182.52
2024-03-31 $3.1M 16k 191.88
2023-12-31 $3.0M 17k 179.98

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for American Financial & Tax Strategies

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Mather Group
Goldman Sachs Group
Axiom Advisory
Sei Investments
Essex Financial Services
LPL Financial
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF