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Vanguard Small-Cap Value ETF shares owned by BCR Wealth Strategies

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

Historical chart of BCR Wealth Strategies 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 BCR Wealth Strategies 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 BCR Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 1.5k 208.06
2024-12-31 $209k 1.1k 197.92
2022-09-30 $41k 289 141.87
2022-06-30 $43k 289 148.79
2022-03-31 $51k 289 176.47
2021-12-31 $52k 289 179.93

More positions owned by BCR Wealth Strategies

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Dimensional Us (DXUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Dimensional Intl (DXIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)

View all positions for BCR Wealth Strategies

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