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Vanguard Small-Cap Value ETF shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 8.0k 208.70
2025-06-30 $1.6M 8.4k 195.01
2022-03-31 $1.5M 8.3k 176.00

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View all positions for Precision Wealth Strategies

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