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

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 1.1k 242.99
2013-03-31 $8.0k 95 84.21
2012-12-31 $7.0k 95 73.68
2012-09-30 $7.0k 91 76.92
2010-12-31 $20k 300 66.67

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Atmos Energy Corporation (ATO)
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust St Str Msci Usaq (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple Put Option (AAPL)
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NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Applied Materials (AMAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Advanced Micro Devices (AMD)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)
Amazon (AMZN)

View all positions for SFMG Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF