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Vanguard Small-Cap Value ETF shares owned by KKM Financial

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

Historical chart of KKM 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 KKM 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 2.0k 200.78
2024-03-31 $393k 2.0k 191.88
2023-12-31 $369k 2.0k 179.97

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View all positions for KKM Financial

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
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LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF