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Vanguard Small-Cap Value ETF shares owned by Camelot Technology Advisors

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

Historical chart of Camelot Technology Advisors 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 Camelot Technology Advisors 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 Camelot Technology Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $572k 2.9k 200.75
2024-06-30 $520k 2.9k 182.51
2024-03-31 $547k 2.9k 191.87
2023-12-31 $513k 2.9k 179.94

More positions owned by Camelot Technology Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Energy (XLE)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Micro-cap Etf (IWC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Camelot Technology Advisors

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