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Vanguard Small-Cap Value ETF shares owned by Quantum Financial Planning Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Quantum Financial Planning Services from 13F filings

Historical chart of Quantum Financial Planning Services investment in Vanguard Small-Cap Value ETF

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All positions including Vanguard Small-Cap Value ETF held by Quantum Financial Planning Services 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 Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 980 242.88

More positions owned by Quantum Financial Planning Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust St Str P500etf (SPYM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Quantum Financial Planning Services

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF