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Vanguard Small-Cap Value ETF shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 957 211.78
2024-12-31 $258k 1.3k 198.14

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for PUREfi Wealth

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF