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Vanguard Small-Cap Value ETF shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co 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 Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 1.3k 208.71
2025-03-31 $210k 1.1k 186.29
2024-09-30 $217k 1.1k 200.78

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

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