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Vanguard Small-Cap Value ETF shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth 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 FSM Wealth 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $285k 1.8k 159.47
2023-06-30 $324k 1.9k 168.20
2023-03-31 $313k 2.0k 158.79
2022-12-31 $322k 2.0k 158.81
2022-09-30 $236k 1.6k 143.29

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

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