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Vanguard Small-Cap Value ETF shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group 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 Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 1.5k 208.76
2025-06-30 $300k 1.5k 195.03
2025-03-31 $240k 1.3k 186.24
2024-12-31 $255k 1.3k 198.23

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Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

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