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Vanguard Small-Cap Value ETF shares owned by Brown Wealth Management

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

Historical chart of Brown 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 Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 12k 179.98
2023-09-30 $2.2M 14k 159.50
2023-06-30 $1.8M 11k 165.40

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Hanson McClain Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF