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Vanguard Small-Cap Value ETF shares owned by Peachtree Investment Partners

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

Historical chart of Peachtree Investment Partners 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 Peachtree Investment Partners 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 Peachtree Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 317 208.97
2025-06-30 $62k 316 194.97
2025-03-31 $59k 316 186.26

More positions owned by Peachtree Investment Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Home Depot (HD)
Costco Wholesale Corporation (COST)
McKesson Corporation (MCK)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
TJX Companies (TJX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Peachtree Investment Partners

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