Maia Wealth »

Vanguard Small-Cap Value ETF shares owned by Maia Wealth

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

Historical chart of Maia Wealth 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 Maia Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 896 228.85

More positions owned by Maia Wealth

Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)

View all positions for Maia Wealth

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF