Avant Financial Advisors »

Vanguard Small-Cap Value ETF shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial 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 Avant Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Avant Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $630k 3.0k 208.71
2025-06-30 $589k 3.0k 195.01
2025-03-31 $562k 3.0k 186.29
2024-12-31 $598k 3.0k 198.18

More positions owned by Avant Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avant Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF