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Vanguard Small-Cap Value ETF shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 79 217.19

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri 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
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF