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Vanguard Small-Cap Value ETF shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services 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 Spurstone Advisory Services 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $635 3 211.67
2025-09-30 $626 3 208.67
2025-06-30 $585 3 195.00
2025-03-31 $558 3 186.00

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
HCA Healthcare Common / Ordinary Stock (HCA)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
State Street ETF/USA Exchange Traded Fund (SPY)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Chevron Corp Common / Ordinary Stock (CVX)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Palo Alto Networks Common / Ordinary Stock (PANW)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Travelers Common / Ordinary Stock (TRV)
Amazon.com Common / Ordinary Stock (AMZN)
Webster Financial Corp Common / Ordinary Stock (WBS)

View all positions for Spurstone Advisory Services

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF