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

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

Historical chart of Beaumont 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 Beaumont 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.0k 208.71
2025-06-30 $202k 1.0k 195.01
2024-12-31 $212k 1.1k 198.18
2024-09-30 $207k 1.0k 200.78

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Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Nvidia Corporation Stock (NVDA)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Growth Etf Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
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
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF