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Vanguard Small-Cap Value ETF shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.4M 33k 198.17
2024-09-30 $7.0M 35k 200.80
2024-06-30 $7.6M 42k 182.52
2024-03-31 $7.8B 41k 191886.58
2019-09-30 $374k 2.9k 128.74

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF