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Vanguard Small-Cap Value ETF shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions 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 Investment Solutions 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 Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 83 195.01
2024-12-31 $17k 83 203.43
2024-09-30 $49k 231 210.38

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View all positions for Legacy Investment Solutions

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