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

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

Historical chart of Cove 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 Cove Private Wealth 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 Cove Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 1.1k 191.88
2023-12-31 $239k 1.3k 179.97

More positions owned by Cove Private Wealth

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Nucor Corporation (NUE)
Ameriprise Financial (AMP)
McKesson Corporation (MCK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cove Private Wealth

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Envestnet Asset Management
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Ameriprise Financial

View all funds holding Vanguard Small-Cap Value ETF