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Vanguard Small-Cap Value ETF shares owned by Paul John Balson

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Paul John Balson from 13F filings

Historical chart of Paul John Balson 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 Paul John Balson 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 Paul John Balson

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.3M 8.9k 142.26
2020-09-30 $951k 8.6k 110.58
2020-06-30 $1.1M 9.9k 106.92
2020-03-31 $1.1M 13k 88.80

More positions owned by Paul John Balson

Apple (AAPL)
Tesla Motors (TSLA)
Invesco Qqq Trust Etf Nasdaq 100 Etf (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
Mongo Db Cl A (MDB)
Spdr Dow Jones Indl Avrg Etf Dow Jones 30 Etf (DIA)
Twilio Cl A (TWLO)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)
Ark Etf Trust Innovation Etf (ARKK)
Ishares Russell 2000 Etf Rus 2000 Etf (IWM)

View all positions for Paul John Balson

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
Mather Group
Rsm Us Wealth Management
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF