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SkyOak Wealt »

Vanguard Small-Cap Value ETF shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$6.6M	31k	211.79
2025-09-30	$6.4M	31k	208.71
2025-06-30	$6.1M	31k	195.01
2019-12-31	$381k	2.8k	136.95

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Ishares Tr Core S&p Us Vlu (IUSV)

Eli Lilly & Co. (LLY)

Ishares Tr Core Msci Eafe (IEFA)

Spdr Series Trust State Street Spd (SPYM)

Ishares Tr 7-10 Yr Trsy Bd (IEF)

J P Morgan Exchange Traded F Short Dura Core (JSCP)

Select Sector Spdr Tr State Street Tec (XLK)

Blackrock Etf Trust Ishares Us Equit (DYNF)

JPMorgan Chase & Co. (JPM)

Ishares Tr Core S&p Scp Etf (IJR)

View all positions for SkyOak Wealt

Top funds holding Vanguard Small-Cap Value ETF

Wells Fargo & Company

Sei Investments

Envestnet Asset Management

Captrust Financial Advisors

Cetera Investment Advisers

Raymond James Financial

Jones Financial Companies, L.L

Pnc Financial Services

Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF

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