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Vanguard Small-Cap Value ETF shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $530k 2.6k 200.78
2024-06-30 $482k 2.6k 182.52
2023-12-31 $603k 3.4k 179.75

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View all positions for Novak & Powell Financial Services

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF