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Vanguard Small-Cap Value ETF shares owned by KPP Advisory Services

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

Historical chart of KPP Advisory Services 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 KPP Advisory Services 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 KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 33k 208.71
2025-06-30 $4.8M 24k 195.01
2025-03-31 $5.5M 30k 186.29
2024-12-31 $1.5M 7.4k 198.17
2024-09-30 $1.4M 7.1k 200.79

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View all positions for KPP Advisory Services

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF