Coquina Private Wealth »

Vanguard Small-Cap Value ETF shares owned by Coquina Private Wealth

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

Historical chart of Coquina Private Wealth 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 Coquina Private Wealth 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 Coquina Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 10k 211.79

More positions owned by Coquina Private Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Coquina Private Wealth

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF