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Vanguard Small-Cap Value ETF shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 1.1k 200.78
2024-03-31 $206k 1.1k 191.88

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

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