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Vanguard Small-Cap Value ETF shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building 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 Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 948 242.92

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust St Str Sp500div (SPYD)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Innovative Wealth Building

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
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Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF