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Vanguard Small-Cap Value ETF shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth 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 Highline Wealth 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 92 197.86
2024-09-30 $18k 91 201.56
2024-06-30 $17k 90 183.43
2024-03-31 $17k 90 192.84
2023-12-31 $16k 90 179.97

More positions owned by Highline Wealth Partners

Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
Invesco QQQ Trust Etf (QQQ)
Amazon Stock (AMZN)
iShares Core MSCI EAFE ETF Etf (IEFA)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)

View all positions for Highline Wealth Partners

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
Essex Financial Services
Mather Group
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF