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Vanguard Small-Cap Value ETF shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $238k 1.2k 194.88
2025-03-31 $1.2M 6.2k 186.27
2024-12-31 $2.7M 14k 198.18
2024-09-30 $2.5M 13k 201.42
2024-06-30 $2.3M 13k 182.52
2024-03-31 $2.6M 15k 171.27
2023-12-31 $4.2M 21k 202.10
2023-09-30 $2.0M 12k 160.31
2023-06-30 $2.2M 13k 165.40
2023-03-31 $2.7M 17k 158.76
2022-12-31 $3.4M 21k 158.80
2022-09-30 $3.4M 24k 143.41
2022-06-30 $2.9M 19k 149.85
2022-03-31 $3.6M 20k 175.91
2021-12-31 $3.2M 18k 178.83
2021-09-30 $2.9M 17k 169.23
2021-06-30 $2.9M 17k 172.24
2021-03-31 $3.7M 38k 97.26
2020-12-31 $2.7M 19k 143.95
2020-09-30 $1.7M 15k 110.62
2020-06-30 $1.6M 15k 106.90
2020-03-31 $1.4M 16k 88.78
2019-12-31 $1.9M 14k 137.04
2019-09-30 $1.6M 12k 128.83
2019-06-30 $1.4M 11k 130.54
2019-03-31 $1.5M 12k 128.72
2018-12-31 $727k 13k 57.07
2018-09-30 $2.2M 16k 138.70
2018-06-30 $2.0M 14k 136.10
2018-03-31 $1.7M 13k 129.41
2017-12-31 $1.6M 13k 127.91

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF