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Vanguard Small-Cap Value ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 1.0k 208.71
2024-12-31 $12M 56k 205.21

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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View all positions for Essential Planning

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
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

View all funds holding Vanguard Small-Cap Value ETF