Donaldson Capital Management »

Vanguard Small-Cap Value ETF shares owned by Donaldson Capital Management

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

Historical chart of Donaldson Capital 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 Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 9.5k 198.18

More positions owned by Donaldson Capital Management

Karman Hldgs Common Stock (KRMN)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ishares Semicdtr (SOXX)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Morgan Stanley Com New (MS)
Fastenal Company (FAST)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for Donaldson Capital 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