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

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

Historical chart of Fortune 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 Fortune 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $593k 3.0k 198.15
2024-09-30 $635k 3.2k 200.77
2024-06-30 $580k 3.2k 182.52
2024-03-31 $622k 3.2k 191.88
2023-12-31 $638k 3.5k 179.99
2023-09-30 $634k 4.0k 159.49

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Novo-nordisk A S Adr (NVO)
Northrop Grumman Corporation (NOC)

View all positions for Fortune Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Essex Financial Services
Mather Group
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF