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Vanguard Small-Cap Value ETF shares owned by Element Pointe Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Element Pointe Advisors from 13F filings

Historical chart of Element Pointe Advisors 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 Element Pointe Advisors 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 Element Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.0k 242.99
2019-12-31 $360k 2.6k 136.88
2019-09-30 $339k 2.6k 128.90
2019-06-30 $343k 2.6k 130.42
2019-03-31 $339k 2.6k 128.90

More positions owned by Element Pointe Advisors

Ishares Tr Core S&P500 Etf (IVV)
State Str Spdr S&P 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust St Str Sp Trans (XTN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Us Hlthcr Pr Etf (IHF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Japan Etf (EWJ)
Ishares Tr S&P 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Element Pointe Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF