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Vanguard Small-Cap Value ETF shares owned by Sonora Investment Management Group

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

Historical chart of Sonora Investment Management Group 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 Sonora Investment Management Group 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 Sonora Investment Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 1.3k 208.67
2025-06-30 $250k 1.3k 194.98

More positions owned by Sonora Investment Management Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
International Business Machines (IBM)
Arthur J. Gallagher & Co. (AJG)
Republic Services (RSG)
Valero Energy Corporation (VLO)
Amazon (AMZN)

View all positions for Sonora Investment Management Group

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