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Vanguard Small-Cap Value ETF shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $376k 1.7k 217.22
2025-12-31 $355k 1.7k 211.83
2025-09-30 $415k 2.0k 208.72
2025-06-30 $470k 2.4k 195.02

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View all positions for Essential Partners

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
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Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF