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Vanguard Small-Cap Value ETF shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Wealth Network 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 Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 1.1k 208.79
2025-06-30 $208k 1.1k 195.00

More positions owned by Independent Wealth Network

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Silver Tr Ishares (SLV)

View all positions for Independent Wealth Network

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF