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Vanguard Small-Cap Value ETF shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Wealth Managment 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 Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 81 208.72
2025-06-30 $16k 83 195.01
2025-03-31 $16k 83 186.30
2024-12-31 $17k 83 203.43
2024-09-30 $49k 231 210.38

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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