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Vanguard Small-Cap Value ETF shares owned by Marin Bay Wealth Advisors

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

Historical chart of Marin Bay Wealth 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 Marin Bay Wealth 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 Marin Bay Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 889 243.04

More positions owned by Marin Bay Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
Boeing Company (BA)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Marin Bay Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF