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Vanguard Small-Cap Value ETF shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 2.0k 208.71
2025-06-30 $388k 2.0k 195.01
2025-03-31 $371k 2.0k 186.29

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Trust Etf (SPY)
Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF