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Vanguard Small-Cap Value ETF shares owned by Objective Capital Management

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

Historical chart of Objective Capital 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 Objective Capital 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 Objective Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $712k 3.5k 200.76
2024-03-31 $491k 2.6k 191.86
2023-12-31 $401k 2.2k 179.99
2023-09-30 $269k 1.7k 159.49

More positions owned by Objective Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Objective Capital Management

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