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Vanguard Small-Cap Value ETF shares owned by Michels Family Financial

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

Historical chart of Michels Family Financial 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 Michels Family Financial 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 Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.1k 208.72
2025-06-30 $1.4M 7.0k 195.00
2025-03-31 $1.3M 6.8k 186.29
2024-12-31 $1.3M 6.7k 198.18

More positions owned by Michels Family Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

Top funds holding Vanguard Small-Cap Value ETF

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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