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Vanguard Small-Cap Value ETF shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 1.3k 211.91

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Valpey Financial Services
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF