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Vanguard Small-Cap Value ETF shares owned by Meredith Wealth Planning

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

Historical chart of Meredith Wealth Planning 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 Meredith Wealth Planning 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 Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 1.5k 208.71
2025-06-30 $288k 1.5k 195.01

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis All Eqt (AVGV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Intl Moment (IMTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for Meredith Wealth Planning

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