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Vanguard Small-Cap Value ETF shares owned by Ipsen Advisor Group

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

Historical chart of Ipsen Advisor 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 Ipsen Advisor 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 Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 942 217.36
2025-06-30 $203k 1.0k 195.07
2024-12-31 $205k 1.0k 198.13
2022-12-31 $446k 2.8k 158.82

More positions owned by Ipsen Advisor Group

Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Ishares Tr Morningstar Grwt (ILCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr Intl Eqty Factor (INTF)
Flowers Foods (FLO)
Global X Fds Global X Copper (COPX)
Global X Fds Lithium Btry Etf (LIT)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Ipsen Advisor Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF