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Vanguard Small-Cap Value ETF shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 18k 179.97
2023-09-30 $2.8M 18k 159.49
2023-06-30 $3.0M 18k 165.40
2023-03-31 $3.0M 19k 158.76
2022-12-31 $3.0M 19k 158.80
2022-09-30 $2.9M 20k 143.41
2022-06-30 $3.2M 21k 149.84
2022-03-31 $3.7M 21k 175.96
2021-12-31 $3.9M 22k 178.85
2021-09-30 $3.8M 22k 169.27
2021-06-30 $3.9M 23k 173.67
2021-03-31 $3.7M 23k 165.64
2020-12-31 $3.1M 22k 142.21
2020-09-30 $2.3M 21k 110.65
2020-06-30 $2.1M 20k 106.92
2020-03-31 $1.6M 18k 88.80
2019-12-31 $798k 5.8k 137.14
2019-09-30 $759k 5.9k 128.82
2019-06-30 $749k 5.7k 130.62
2019-03-31 $711k 5.5k 128.78
2018-12-31 $726k 6.4k 114.03
2018-09-30 $1.7M 12k 139.36
2018-06-30 $1.6M 12k 135.76
2018-03-31 $1.6M 13k 129.43
2017-12-31 $2.0M 15k 132.77
2017-09-30 $290k 2.3k 127.81
2017-06-30 $279k 2.3k 123.02
2017-03-31 $279k 2.3k 123.02
2016-12-31 $267k 2.2k 120.81
2016-09-30 $233k 2.1k 110.58
2016-06-30 $286k 2.7k 105.42
2016-03-31 $276k 2.7k 101.73
2015-12-31 $639k 6.5k 98.82

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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