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Vanguard Small-Cap Value ETF shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private 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 Atlantic Private 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $121k 672 179.97
2023-09-30 $107k 672 159.49
2023-06-30 $111k 672 165.40
2023-03-31 $162k 1.0k 158.83

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Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
iShares TR Ibonds 24 Etf (IBTE)
Select Sector SPDR Etf (XLE)
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Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares TR 0-3 MNTH Etf (SGOV)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding Vanguard Small-Cap Value ETF