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Vanguard Small-Cap Value ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 16k 206.02
2025-06-30 $3.3M 16k 202.54
2025-03-31 $2.9M 16k 180.58
2024-12-31 $3.0M 15k 195.21
2024-09-30 $3.0M 15k 199.89
2024-06-30 $206k 1.1k 182.78

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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View all positions for Diversify Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF