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Vanguard Small-Cap Value ETF shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 1.5k 208.72
2025-06-30 $284k 1.5k 194.99
2025-03-31 $258k 1.4k 186.27

More positions owned by GM Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)

View all positions for GM Advisory

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