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Vanguard Small-Cap Value ETF shares owned by LongView Wealth Management

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

Historical chart of LongView 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 LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 5.6k 198.18
2024-09-30 $1.2M 5.9k 200.78
2024-06-30 $1.0M 5.7k 182.52
2024-03-31 $1.1M 5.7k 191.88
2023-12-31 $939k 5.3k 176.61

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Morningstar Grwt (ILCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Genuine Parts Company (GPC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ultra Short-term (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF