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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
2024-03-31 $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)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF