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Vanguard Small-Cap Value ETF shares owned by Kmg Fiduciary Partners

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

Historical chart of Kmg Fiduciary Partners 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 Kmg Fiduciary Partners 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 Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 1.5k 211.79

More positions owned by Kmg Fiduciary Partners

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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
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Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
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Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Kmg Fiduciary Partners

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF