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Vanguard Small-Cap Value ETF shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $862k 4.4k 198.17
2024-09-30 $703k 3.5k 200.81

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View all positions for Soltis Investment Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF