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Vanguard Small-Cap Value ETF shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.5M 30k 217.25

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View all positions for Portside Wealth Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF