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Vanguard Small-Cap Value ETF shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory 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 Brightwater Advisory 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 Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 2.0k 200.78
2024-06-30 $489k 2.7k 182.52
2024-03-31 $499k 2.6k 191.88

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

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