Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Vanguard Small-Cap Value ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 117k 191.88
2023-12-31 $21M 118k 179.97
2023-09-30 $20M 124k 159.49
2023-06-30 $22M 135k 165.40
2023-03-31 $25M 157k 158.76
2022-12-31 $24M 150k 158.80
2022-09-30 $19M 132k 143.40
2022-06-30 $18M 120k 149.82
2022-03-31 $23M 129k 175.94
2021-12-31 $21M 115k 178.85
2021-09-30 $18M 107k 169.26
2021-06-30 $18M 103k 173.66
2021-03-31 $14M 83k 165.61
2020-12-31 $11M 76k 142.21
2020-09-30 $7.1M 65k 110.63
2020-06-30 $5.6M 52k 106.91
2020-03-31 $4.3M 48k 88.81
2019-12-31 $3.3M 24k 137.07
2019-09-30 $2.5M 20k 128.83
2019-06-30 $1.8M 14k 130.51
2019-03-31 $744k 5.8k 128.74
2018-12-31 $496k 4.3k 114.18
2018-09-30 $266k 1.9k 139.12
2018-06-30 $259k 1.9k 135.53
2018-03-31 $212k 1.6k 129.58
2017-12-31 $217k 1.6k 132.88
2017-09-30 $219k 1.7k 127.62
2017-06-30 $293k 2.4k 123.11
2017-03-31 $518k 4.2k 122.92
2016-12-31 $388k 3.2k 120.91
2016-06-30 $249k 2.4k 105.24

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding Vanguard Small-Cap Value ETF