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Vanguard Small-Cap Value ETF shares owned by Flywheel Private Wealth

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

Historical chart of Flywheel Private Wealth 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 Flywheel Private Wealth 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 Flywheel Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 57k 208.71
2025-06-30 $10M 53k 195.01
2025-03-31 $8.8M 47k 186.29
2024-12-31 $9.3M 47k 198.18

More positions owned by Flywheel Private Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)

View all positions for Flywheel Private Wealth

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF