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Vanguard Small-Cap Value ETF shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 2.8k 211.76
2025-09-30 $564k 2.7k 208.69
2025-06-30 $456k 2.3k 195.01

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Ishares Tr Core Msci Intl (IDEV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF