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

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

Historical chart of Midland 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 Midland 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 Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 1.2k 200.78
2024-06-30 $211k 1.2k 182.52
2024-03-31 $222k 1.2k 191.88
2023-12-31 $208k 1.2k 179.97

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Midland Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF