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Vanguard Small-Cap Value ETF shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates 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 Cathy Pareto & Associates 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 Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 20k 208.72
2025-06-30 $3.8M 19k 195.02
2025-03-31 $3.9M 21k 186.29

More positions owned by Cathy Pareto & Associates

Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr European Opportu (OPPE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Cathy Pareto & Associates

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