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Vanguard Small-Cap Value ETF shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge 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 North Ridge 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 14 211.86
2025-06-30 $2.8k 14 197.93

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Intl Trea Bd Etf (IGOV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for North Ridge Wealth Advisors

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