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Vanguard Small-Cap Value ETF shares owned by Bel Air Investment Advisors

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

Historical chart of Bel Air Investment 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 Bel Air Investment 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 Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.8M 27k 173.64
2021-03-31 $4.5M 28k 165.62

More positions owned by Bel Air Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Msci (MSCI)
Sherwin-Williams Company (SHW)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Nike CL B (NKE)
Lowe's Companies (LOW)

View all positions for Bel Air Investment Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Essex Financial Services
Mather Group
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF