Ehrlich Financial Group »

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

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

Historical chart of Ehrlich 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 Ehrlich Financial Group 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 1.2k 208.79
2025-06-30 $227k 1.2k 195.07
2025-03-31 $207k 1.1k 186.35

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Select Sector Spdr Tr Technology (XLK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Gold Tr Ishares New (IAU)

View all positions for Ehrlich Financial Group

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