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Vanguard Small-Cap Value ETF shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $413k 1.9k 211.78

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Jim Saulnier & Associates

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
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF