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Vanguard Small-Cap Value ETF shares owned by Elite Financial

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

Historical chart of Elite Financial 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 Elite Financial 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 Elite Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 28k 207.53
2025-06-30 $5.4M 27k 198.14
2025-03-31 $5.2M 28k 186.28
2024-12-31 $5.0M 25k 198.16

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
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
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF