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Vanguard Small-Cap Value ETF shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 168 200.79

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF