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Vanguard Small-Cap Value ETF shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $285k 1.6k 179.70
2023-09-30 $237k 1.5k 159.38
2023-06-30 $235k 1.4k 165.26
2023-03-31 $226k 1.4k 158.93
2022-12-31 $226k 1.4k 159.15

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Mather Group
Goldman Sachs Group
Axiom Advisory
Sei Investments
Essex Financial Services
LPL Financial
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF