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Vanguard Small-Cap Value ETF shares owned by Dynamic Financial Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Dynamic Financial Group from 13F filings

Historical chart of Dynamic Financial Group 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 Dynamic Financial Group 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 Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.2k 208.70
2025-06-30 $1.2M 6.1k 195.00
2025-03-31 $1.1M 5.9k 186.28
2024-12-31 $1.2M 6.0k 198.19

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
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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