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Vanguard Small-Cap Value ETF shares owned by Greykasell Wealth Strategies

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

Historical chart of Greykasell Wealth Strategies 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 Greykasell Wealth Strategies 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 Greykasell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $723k 3.5k 208.69
2025-06-30 $675k 3.5k 195.00
2025-03-31 $603k 3.2k 186.28
2024-12-31 $640k 3.2k 198.21

More positions owned by Greykasell Wealth Strategies

Ishares Global 100 Etf Etf (IOO)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Gold Shares Etf (GLD)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Greykasell Wealth Strategies

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