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Vanguard Small-Cap Value ETF shares owned by Independent Family Office

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

Historical chart of Independent Family Office 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 Independent Family Office 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 Independent Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 1.2k 191.88
2023-12-31 $219k 1.2k 179.97
2023-06-30 $201k 1.2k 165.40
2022-06-30 $208k 1.4k 149.64
2022-03-31 $245k 1.4k 176.26

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ptc (PTC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Toast Cl A (TOST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Tips Bd Etf (TIP)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Independent Family Office

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF