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Vanguard Small-Cap Value ETF shares owned by Oak Harvest Investment Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Oak Harvest Investment Services from 13F filings

Historical chart of Oak Harvest Investment 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 Oak Harvest Investment 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 Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 956 211.72
2024-12-31 $202k 1.0k 198.15

More positions owned by Oak Harvest Investment Services

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds High Div Yld (VYM)
Broadcom (AVGO)
Morgan Stanley Common Stock (MS)
Microsoft Corporation (MSFT)
Cisco Systems (CSCO)
Vanguard Index Fds Growth Etf (VUG)
Rio Tinto Common Stock (RIO)
NVIDIA Corporation Common Stock (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Agnico (AEM)

View all positions for Oak Harvest Investment Services

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Tiaa Trust, National Association
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF