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Vanguard Small-Cap Value ETF shares owned by Investmark Advisory Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Investmark Advisory Group from 13F filings

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $460k 2.5k 182.58
2024-03-31 $484k 2.5k 191.87
2023-09-30 $246k 1.5k 159.47
2022-03-31 $66k 370 178.38
2021-12-31 $66k 370 178.38

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Dimensional Etf Trust Us Mktwide Value (DFUV)
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Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Qualcomm (QCOM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Home Depot (HD)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
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Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Philip Morris International (PM)

View all positions for Investmark Advisory Group

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