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Vanguard Small-Cap Value ETF shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial 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 Mayflower Financial 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 969 211.79
2022-12-31 $3.2M 20k 158.80
2022-09-30 $457k 3.2k 143.53
2022-03-31 $309k 1.8k 175.97
2021-12-31 $359k 2.0k 178.61
2021-09-30 $357k 2.0k 177.08
2021-06-30 $346k 2.0k 173.61
2021-03-31 $332k 2.0k 165.42
2020-12-31 $272k 1.9k 142.04

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wayfair Cl A (W)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mayflower Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF