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Vanguard Small-Cap Value ETF shares owned by Legacy Capital Wealth Management

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

Historical chart of Legacy Capital 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 Legacy Capital Wealth Management 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 Legacy Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 991 242.88

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Capital Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF