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Vanguard Small-Cap Value ETF shares owned by Infinity Wealth Counsel

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

Historical chart of Infinity Wealth Counsel 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 Infinity Wealth Counsel 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 Infinity Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.3k 208.72
2025-06-30 $1.4M 7.4k 195.02

More positions owned by Infinity Wealth Counsel

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Infinity Wealth Counsel

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