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Vanguard Small-Cap Value ETF shares owned by Harvest Group Wealth Management

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

Historical chart of Harvest Group 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 Harvest Group Wealth Management 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 Harvest Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $645k 4.1k 158.76
2022-12-31 $751k 4.7k 158.80
2022-09-30 $732k 4.8k 152.02
2022-06-30 $817k 5.0k 162.65

More positions owned by Harvest Group Wealth Management

SPDR S&P 500 Value ETF Etf (SPYV)
Schwab Short-term Us Treasury Etf Etf (SCHO)
iShares International ETF Etf (IXUS)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
SPDR Emerging Markets ETF Etf (SPEM)
First Trust Low Duration Opportunities Etf Etf (LMBS)
SPDR Small Cap Value ETF Etf (SPSM)
iShares MBS ETF Etf (MBB)
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)
Pimco Active Bond ETF Etf (BOND)
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)
Vanguard Mid Cap Value ETF Etf (VOE)
VanEck Fallen Angel High Yield ETF Etf (ANGL)
iShares S&P 500 Growth ETF Etf (IVW)

View all positions for Harvest Group Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Mather Group
Rsm Us Wealth Management
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF