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Vanguard Small-Cap Value ETF shares owned by Basepoint Wealth

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

Historical chart of Basepoint 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 Basepoint 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $42k 173 242.82
2026-03-31 $13k 62 215.85
2025-12-31 $13k 61 212.64

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View all positions for Basepoint Wealth

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF