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

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

Historical chart of Spectrum 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 Spectrum 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 Spectrum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 40k 200.78
2024-06-30 $7.2M 39k 182.52
2024-03-31 $7.5M 39k 191.88
2023-12-31 $6.9M 38k 179.97

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)

View all positions for Spectrum Investment Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF