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Vanguard Small-Cap Value ETF shares owned by Bernicke & Associates

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

Historical chart of Bernicke & Associates 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 Bernicke & Associates 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 Bernicke & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 1.2k 243.02
2026-03-31 $211k 971 217.25