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Vanguard Small-Cap Value ETF shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 6.7k 200.77
2024-06-30 $906k 5.0k 182.53
2024-03-31 $427k 2.2k 190.14
2023-12-31 $609k 3.4k 176.79

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF