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Vanguard Small-Cap Value ETF shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 833 242.86

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creat Unit (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
American Centy Etf Tr Us Quality Grow (QGRO)
Vaneck Etf Trust Semiconductr Etf (SMH)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Advanced Micro Devices (AMD)
Apple (AAPL)
Broadcom (AVGO)

View all positions for IAM Advisory

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF