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Vanguard Small-Cap Value ETF shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $886k 4.5k 198.18
2024-09-30 $544k 2.7k 200.75
2024-06-30 $89k 485 182.69
2024-03-31 $89k 464 192.07
2023-12-31 $7.6k 42 179.98

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Ishares Russell 1000 Value Etf Etf (IWD)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Procter And Gamble Stock (PG)

View all positions for Bruce G. Allen Investments

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF