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Vanguard Small-Cap Value ETF shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management 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 Northwest Wealth Management 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 15k 208.71
2025-06-30 $3.0M 15k 195.02
2025-03-31 $2.9M 15k 186.29
2024-12-31 $3.1M 16k 198.18
2024-09-30 $3.3M 17k 200.78
2024-06-30 $3.1M 17k 182.52
2024-03-31 $3.3M 17k 191.88
2023-12-31 $3.2M 18k 179.97
2023-09-30 $2.9M 18k 159.49
2023-06-30 $3.2M 19k 165.40
2023-03-31 $3.0M 19k 158.76
2022-12-31 $3.0M 19k 158.80
2022-09-30 $3.0M 21k 143.39
2022-06-30 $3.2M 22k 149.80
2022-03-31 $4.1M 23k 175.95
2021-12-31 $4.3M 24k 178.87
2021-09-30 $4.1M 25k 169.25
2021-06-30 $4.3M 25k 173.65
2021-03-31 $4.5M 27k 165.60
2020-12-31 $4.1M 29k 142.21
2020-09-30 $3.4M 31k 110.62
2020-06-30 $3.8M 35k 106.92
2020-03-31 $3.3M 37k 88.79
2019-12-31 $5.4M 40k 137.08
2019-09-30 $6.7M 52k 128.85
2019-06-30 $7.3M 56k 130.54
2019-03-31 $6.9M 54k 128.72
2018-12-31 $6.2M 54k 114.06
2018-09-30 $7.6M 55k 139.36
2018-06-30 $7.5M 55k 135.80
2018-03-31 $7.1M 55k 129.41
2017-12-31 $7.4M 56k 132.79
2017-09-30 $7.0M 55k 127.79
2017-06-30 $8.1M 66k 122.91
2017-03-31 $8.4M 68k 122.86
2016-12-31 $7.3M 60k 120.99

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest Wealth Management

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