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Vanguard Small-Cap Value ETF shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 1.2k 200.80

More positions owned by Evernest Financial Advisors

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
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Ishares Tr Core Msci Eafe (IEFA)
Capital Group International SHS (CGIE)

View all positions for Evernest Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF