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Vanguard Small-Cap Value ETF shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 1.5k 208.71
2025-06-30 $294k 1.5k 195.01

More positions owned by Gateway Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fs Kkr Capital Corp (FSK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Gateway Wealth Partners

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