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

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

Historical chart of Maimon 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 Maimon 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 Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 5.3k 212.29
2025-12-31 $1.1M 5.3k 211.79

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF