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Vanguard Small-Cap Value ETF shares owned by Clear Retirement Advice

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Clear Retirement Advice from 13F filings

Historical chart of Clear Retirement Advice 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 Clear Retirement Advice 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 Clear Retirement Advice

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 32k 228.36

More positions owned by Clear Retirement Advice

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Gold Tr Ishares New (IAU)

View all positions for Clear Retirement Advice

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF