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Vanguard Small-Cap Value ETF shares owned by EnRich Financial Partners

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

Historical chart of EnRich Financial Partners investment in Vanguard Small-Cap Value ETF

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All positions including Vanguard Small-Cap Value ETF held by EnRich Financial Partners 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 EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $111k 551 200.78
2024-06-30 $98k 535 182.52
2024-03-31 $119k 621 191.88

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF