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Vanguard Small-Cap Value ETF shares owned by Bellevue Asset Management

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

Historical chart of Bellevue Asset Management 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 Bellevue Asset Management 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 Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 83 201.58
2024-06-30 $15k 83 183.24

More positions owned by Bellevue Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Starbucks Corporation (SBUX)
Costco Wholesale Corporation (COST)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Vanguard World Fds Inf Tech Etf (VGT)
Jp Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Jp Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bellevue Asset Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF