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

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

Historical chart of Ballast 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 Ballast Financial 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 Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 4.9k 217.26

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF