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Vanguard Small-Cap Value ETF shares owned by IVC Wealth Advisors

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

Historical chart of IVC Wealth Advisors 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 IVC Wealth Advisors 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 IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 12k 208.72
2025-06-30 $2.2M 11k 195.01
2025-03-31 $1.8M 9.7k 186.29

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Ishares Tr Usd Inv Grde Etf (USIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Meta Platforms Cl A (META)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for IVC Wealth Advisors

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