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Vanguard Small-Cap Value ETF shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 37k 208.71
2025-06-30 $7.5M 39k 195.01

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

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