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Vanguard Small-Cap Value ETF shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management 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 Private Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $238k 1.1k 217.25
2025-12-31 $81k 382 211.79
2025-09-30 $80k 382 208.71
2025-06-30 $71k 363 195.01

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Cohen &steers Etf Trust Real Estate Active Etf Real Estate Acti (CSRE)

View all positions for Private Wealth Asset Management

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