Golden State Wealth Management »

Vanguard Small-Cap Value ETF shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth 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 Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $242k 1.4k 175.74
2021-12-31 $246k 1.4k 179.04
2021-09-30 $222k 1.3k 169.34
2020-03-31 $85k 958 88.73
2019-09-30 $110k 856 128.50
2019-06-30 $99k 764 129.58
2019-03-31 $95k 736 129.08

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Hanson McClain Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF