Schulz Wealth »

Vanguard Small-Cap Value ETF shares owned by Schulz Wealth

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

Historical chart of Schulz Wealth 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 Schulz Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Schulz Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 932 243.09
2025-06-30 $203k 1.0k 195.05