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Vanguard Small-Cap Value ETF shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Vanguard Small-Cap Value ETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001102.458k102.4585k102.459k102.4595k102.46k516516.5517517.5518
Value ($)Share countHistorical VBR position of Centricity Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Small-Cap Value ETF held by Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $103k 517 198.18

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View all positions for Centricity Wealth Management

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