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Fourth Dimension Wealth »

Vanguard Small-Cap Value ETF shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension 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 Fourth Dimension 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 Fourth Dimension Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$301k	1.4k	208.71
2025-06-30	$298k	1.5k	195.01
2025-03-31	$417k	2.2k	186.29
2024-12-31	$453k	2.3k	198.18

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)

Spdr Portfolio MF Closed and MF Open (SPTM)

Technology Select MF Closed and MF Open (XLK)

Janus Henderson MF Closed and MF Open (JMBS)

Spdr Intermediate MF Closed and MF Open (SPTI)

Nvidia Corp Common Stock (NVDA)

Spdr Dow MF Closed and MF Open (DIA)

Vanguard Growth MF Closed and MF Open (VUG)

Amazon Common Stock (AMZN)

Goldman Sachs MF Closed and MF Open (GSLC)

Spdr Developed MF Closed and MF Open (SPDW)

Spdr Portfolio MF Closed and MF Open (SPTS)

Invesco Qqq MF Closed and MF Open (QQQ)

Financial Select MF Closed and MF Open (XLF)

Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding Vanguard Small-Cap Value ETF

Wells Fargo & Company

Envestnet Asset Management

Sei Investments

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

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