Compass Investment Advisers »

Vanguard Small-Cap Value ETF shares owned by Compass Investment Advisers

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Compass Investment Advisers from 13F filings

Historical chart of Compass Investment Advisers 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 Compass Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Compass Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $214k 1.1k 198.18

More positions owned by Compass Investment Advisers

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Compass Investment Advisers

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