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Vanguard Small-Cap Value ETF shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus 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 Serenus 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 Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 1.0k 208.71
2024-12-31 $170k 20k 8.53

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus 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