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Vanguard Small-Cap Value ETF shares owned by Avalon Advisors

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

Historical chart of Avalon Advisors 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 Avalon Advisors 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 Avalon Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $245k 1.5k 158.76

More positions owned by Avalon Advisors

Lam Research Corporation (LRCX)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
UnitedHealth (UNH)
Merck & Co (MRK)
Texas Instruments Incorporated (TXN)
Cummins (CMI)
Berkshire Hathaway (BRK.B)
Morgan Stanley (MS)
Pepsi (PEP)
Vontier Corporation (VNT)
Spdr S&p 500 Etf (SPY)
Cal-Maine Foods (CALM)

View all positions for Avalon Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF