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Golden State Equity Partners »

Vanguard Small-Cap Value ETF shares owned by Golden State Equity Partners

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

Historical chart of Golden State Equity 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 Golden State Equity 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 Golden State Equity Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$5.8k	24	242.96
2026-03-31	$126k	580	217.25
2024-09-30	$23k	115	200.77

More positions owned by Golden State Equity Partners

Invesco Qqq Tr Uit Exchange Traded (QQQ)

Ishares Core S&p 500 Uit Exchange Traded (IVV)

Ishares 20 Year Uit Exchange Traded (TLTW)

Ishares 0-3 Month Uit Exchange Traded (SGOV)

Janus Henderson Aaa Clo Uit Exchange Traded (JAAA)

Ishares Russell Mid-cap Uit Exchange Traded (IWP)

Vanguard Short-term Uit Exchange Traded (VGSH)

Vanguard Small-cap Uit Exchange Traded (VBK)

Vanguard Ftse All-world Uit Exchange Traded (VEU)

Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

Ishares Gold Trust Uit Exchange Traded (IAU)

Ishares Floating Rate Uit Exchange Traded (FLOT)

Vanguard Uit Exchange Traded (BIV)

Ishares Broad Usd High Uit Exchange Traded (USHY)

State Street Blackstone Uit Exchange Traded (SRLN)

View all positions for Golden State Equity Partners

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation

Wells Fargo & Company

Envestnet Asset Management

Sei Investments

Captrust Financial Advisors

Cetera Investment Advisers

Jones Financial Companies, L.L

Raymond James Financial

Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF

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