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Vanguard Small-Cap Value ETF shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $430k 2.4k 179.97
2023-09-30 $372k 2.3k 159.49
2023-06-30 $306k 1.8k 165.40

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF