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

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

Historical chart of Mascagni 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 Mascagni 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 Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 5.9k 208.73
2025-06-30 $1.3M 6.7k 195.00
2025-03-31 $1.8M 9.2k 198.19
2024-12-31 $1.7M 9.1k 186.29

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
Nvidia Corp Stock (NVDA)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Apple Stock (AAPL)
Ishares High Yield Bond Etf Etf (HYDB)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Fidelity Total Bond Idx Etf Etf (FBND)
Meta Platforms Inc Cl A Stock (META)
Capital Group Core Balanced Etf Etf (CGBL)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Mascagni Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF