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Vanguard Small-Cap Value ETF shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth 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 Brass Tax Wealth 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 3.2k 200.79
2024-06-30 $578k 3.2k 182.52
2024-03-31 $613k 3.2k 191.88

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth 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