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Vanguard Small-Cap Value ETF shares owned by K2 Financial

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial 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 K2 Financial 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 K2 Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $621k 2.8k 220.64
2025-09-30 $562k 2.7k 204.89
2025-06-30 $480k 2.4k 197.49
2025-03-31 $444k 2.6k 169.80
2024-12-31 $540k 2.7k 196.90

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for K2 Financial

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