David Vaughan Investments »

Vanguard Small-Cap Value ETF shares owned by David Vaughan Investments

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by David Vaughan Investments from 13F filings

Historical chart of David Vaughan Investments investment in Vanguard Small-Cap Value ETF

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All positions including Vanguard Small-Cap Value ETF held by David Vaughan Investments 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 David Vaughan Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 1.1k 212.23
2025-06-30 $527k 2.7k 194.97

More positions owned by David Vaughan Investments

Broadcom avgo (AVGO)
Microsoft Corp msft (MSFT)
Jp Morgan Chase & Co jpm (JPM)
Lam Research Corp lrcx (LRCX)
American Express axp (AXP)
Oracle Corp orcl (ORCL)
Alphabet Inc Cl A googl (GOOGL)
Abbvie abbv (ABBV)
Deere & Co de (DE)
Goldman Sachs Group gs (GS)
Cisco Systems csco (CSCO)
Entergy Corp etr (ETR)
Apollo Global Management apo (APO)
Johnson & Johnson jnj (JNJ)
Regions Financial Corp rf (RF)

View all positions for David Vaughan Investments

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
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF