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Vanguard Small-Cap Value ETF shares owned by Investment Insight Wealth Management

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

Historical chart of Investment Insight Wealth Management 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 Investment Insight Wealth Management 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 Investment Insight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $410k 1.9k 211.81

More positions owned by Investment Insight Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Shopify Cl A Sub Vtg Shs (SHOP)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Servicenow (NOW)
Amazon (AMZN)
McDonald's Corporation (MCD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Investment Insight Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF