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Vanguard Small-Cap Value ETF shares owned by Sargent Investment Group

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

Historical chart of Sargent Investment Group 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 Sargent Investment Group 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 1.1k 211.79

More positions owned by Sargent Investment Group

Spdr Series Trust State Street Spd (BILS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Alphabet Cap Stk Cl A (GOOGL)
Carlyle Group (CG)
Amazon (AMZN)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Blackstone Group Inc Com Cl A (BX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sargent Investment Group

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF