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Vanguard Small-Cap Value ETF shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth 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 Reuter James Wealth 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 Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 58k 208.71
2022-06-30 $279k 1.9k 149.76
2022-03-31 $328k 1.9k 176.06
2021-12-31 $348k 1.9k 178.92

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Exxon Mobil Corporation (XOM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Reuter James Wealth Management

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