Kaydan Wealth Management »

Vanguard Small-Cap Value ETF shares owned by Kaydan Wealth Management

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

Historical chart of Kaydan 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 Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Kaydan Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 145k 200.78
2024-06-30 $6.7M 37k 182.52

More positions owned by Kaydan Wealth Management

Vanguard Index Fds Value Etf (VTV)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Short Qqq (PSQ)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)

View all positions for Kaydan Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
Axiom Advisory
Goldman Sachs Group
Essex Financial Services
LPL Financial
Mather Group
Aspiriant
Rsm Us Wealth Management
Pnc Financial Services
Hanson McClain Advisors
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF