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Vanguard Small-Cap Value ETF shares owned by Rf&l Wealth Management

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

Historical chart of Rf&l 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 Rf&l 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 21k 179.97
2023-09-30 $3.3M 21k 159.49
2023-06-30 $3.4M 21k 165.40
2023-03-31 $3.5M 22k 158.76
2022-12-31 $3.6M 23k 158.80

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rf&l Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF