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Vanguard Small-Cap Value ETF shares owned by Ariadne Wealth Management

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

Historical chart of Ariadne Wealth Management 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 Ariadne Wealth Management 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 Ariadne Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $452k 2.1k 210.92
2024-06-30 $422k 2.3k 183.54

More positions owned by Ariadne Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Silver Tr Ishares (SLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Ariadne Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF