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Vanguard Small-Cap Value ETF shares owned by Koenig Investment Advisory

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

Historical chart of Koenig Investment Advisory 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 Koenig Investment Advisory 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 Koenig Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $905k 3.9k 232.01

More positions owned by Koenig Investment Advisory

American Century Focused Large Cap Value Etf Etf (FLV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Pimco Enhanced Short Maturity Active Etf Etf (MINT)
Microsoft Corp Stock (MSFT)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard S&p 500 Etf Etf (VOO)
Metlife Stock (MET)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Taseko Mines Stock (TGB)
Dimensional International Small Cap Value Etf Etf (DISV)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Koenig Investment Advisory

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Valpey Financial Services
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

View all funds holding Vanguard Small-Cap Value ETF