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Vanguard Small-Cap Value ETF shares owned by Evergreen Wealth Management

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 19k 179.97
2023-09-30 $3.0M 19k 159.49
2023-06-30 $3.3M 20k 165.40
2023-03-31 $2.6M 16k 158.76
2022-12-31 $1.9M 12k 158.80

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen 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
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF